New Threads Only:  Add to Google Reader or Homepage
New Threads & Replies:  Add to Google Reader or Homepage
Forums are for serious investors only. GuruFocus Forum Rules.

Forum List » Guru News and Commentaries
Guru News, Stock picks and commentaries
New Topic
Goto Thread: PreviousNext
Goto: Forum ListMessage ListNew TopicLog In
Wedgewood Partners David Rolfe - What Investors Can Learn from Studying Geico
Posted by: Canadian Value (IP Logged)
Date: August 2, 2013 09:28AM

David Rolfe thinks that GEICO is a perfect example of a company that both growth and value investors can learn from.

GEICO of course was once a huge holding of Benjamin Graham and then became the focus of his greatest student Warren Buffett.

Graham's gain from his investment in GEICO turned out to be the most successful of his career, one that he held for a long period of time.

Strangely, this success for Graham was not a classic Graham value investing opportunity but rather a great long term growth company.

Rolfe tells the story in the video below:




Guru Discussed: David Rolfe: Current Portfolio, Stock Picks
Warren Buffett: Current Portfolio, Stock Picks
Stocks Discussed: SPY, DJI, QQQ,
Rate this post:

Rating: 3.0/5 (1 vote)





Sorry, only registered users may post in this forum.

Please Login if you have an account or Create a Free Account if you don't
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK