A few people have emailed me asking for my thoughts about Armanino Foods of Distinction (AMNF). I don’t have any right now. But Whopper Investments does: I think Armanino is undervalued at today’s prices. It’s growing pretty fast...
A blog I read, valueprax, reviewed How to Read a Book. I had never read the book before. So I thought I would give it a try. It is – of course – mostly about reading books. And while investors read a lot (in fact, that’s most of what they...
I recently mentioned something in an email that I’m not sure I’ve said before on this blog. I always read the newest and oldest 10-K for a company when I start analyzing it. Reading the oldest 10-K gives you perspective. This...
The man who turned around GEICO died: John Byrne, Geico CEO Buffett Cited for ‘Brilliance,’ Dies at...
I only own two American stocks. Both are micro caps. They are George Risk (RSKIA) and Ark Restaurants (ARKR). Both stocks came out with news recently. Ken Risk, the CEO and majority (58%) owner of George Risk, died. His daughter, already...
Market Folly links to an interview Mohnish Pabrai gave to The Motely Fool. In that interview, Pabrai mentions 3 places Charlie Munger said you should look for stocks. Munger said to look for stocks that: Great investors are buying Are...
I mentioned John Malone recently because I just watched an interview he did. Then I noticed Whopper Investments recommended Cable Cowboy which is a book about John Malone and TCI. And now, I see from Asif Suria’s “Insider Weekends” that...
Mr. Market blog links to an excellent John Malone interview. It is definitely worth watching the whole thing. By the way, if you don’t know anything about John Malone the book Cable Cowboy is a good place to start. Talk to...
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