I’m eager to get back to blogging regularly again. But I’m always short of topics to blog about. So, I’m in desperate need of some questions from readers. If you have a question you’d like me to answer in a blog...
(This post is a reprint of one of the nine sections that make up last month’s Singular Diligence issue on MSC Industrial Direct.) MSC Industrial Direct is an MRO (maintenance, repair, and overhaul) distributor focused on the...
(This post is a reprint of one of the nine sections that make up the recently released Singular Diligence issue on Commerce Bancshares.) Commerce has been controlled by the same family – the Kemper family – for over 100 years. In the 113...
(This post is a reprint of one of the nine sections that make up the Singular Diligence issue on Grainger.) Grainger distributes the products needed to keep a large business running smoothly. It sells light bulbs, motors, gloves,...
(This post is a reprint of one of the nine sections that make up the Singular Diligence issue on Omnicom) Moat is sometimes considered synonymous with “barrier to entry”. Economists like to talk about barriers to entry. Warren Buffett...
An investor interested in Texas banks should simply buy both Prosperity and Frost. These two biggest Texas based banks are among the best banks in the U.S. They each have their risks. Frost makes energy loans. And Prosperity does not have...
Over the last two years, Quan and I failed to find as many good, small stocks for the newsletter as we should have. We did Breeze-Eastern which was small. We also picked Ark (ARKR), Tandy Leather (TLF), and Village Supermarket (VLGEA)....
Quan and I did an issue on Breeze-Eastern last year. The stock has since been acquired by TransDigm (TDG). When we did the issue Breeze-Eastern was priced at $11.38 a share. We appraised the stock at $15.02 a share. TransDigm would later...
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