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Benjamin Graham
“Pretend and Extend” vs. Prediction: Other Lessons from Berkshire Hathaway
A surviving investor is always learning beyond what is obvious from platform presentations and gaining additional insights from past experiences. As almost all the investing world knows, there is a five-hour question and answer session at the annual Berkshire… READ MORE ›
Shallow Investment Pitches Lead to Strikeouts
Book value may not be valuable. Changes in reported earnings per share is not growth. How can we use that insight to select funds?
I am focusing today on the kinds of “elevator comments” that one hears in the lift… READ MORE ›