Knowledge and know-how can act as an almost indestructible moat for a company’s competitive position and growth prospects. But there’s also a large risk of losing it coming from within an organization.
Here’s why we like the probabilities of investing in graphite electrode industrial, GrafTech International.
Charlie Munger spreads wisdom at the annual meeting for the Daily Journal. Here’s a full transcript of the entire meeting.
Keynes said that markets can stay irrational longer than you can stay solvent. Some of the greatest lessons of why that is are found in the history of market corners and short squeezes.
A great presentation by Morgan Housel teaches us the simple value of the long view.
What is said in Kipling’s timeless poem is incredibly powerful.
Read about the powerful mental model used to understand how epidemics gain traction in biology, financial markets, and more.
Read our analysis and valuation of Chinese internet conglomerate SINA Corp and why we have added the stock to the Junto portfolio.
Mohnish Pabrai offers us a glimpse into the true meaning of value investing. Heads I win, tails I don’t lose much!
Does Kraft Heinz’s depressed share price indicate a possible value investment ahead of 2019 earnings? Read our valuation and download our annotated annual report.
“Everything we do and think is determined by the technologies we build and implement”.
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