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  • "If you want to have a better performance than the crowd, you have to do things differently from the crowd."  - John Templeton The above quote is one of my all time favorites.  It's a ubiquitous concept: we hear it all the time.... buy what others are selling, buy fear, s
    Category: Investment Philosophy|281 views|No comments
  • Steven Romick is an outstanding investor with a long history of beating the market in the  FPA Crescent Fund . Romick is an absolute value investor with a broad investment mandate. He invests in a variety of asset classes including stocks and bonds, but also alternative assets such as farmland
    Category: Investment Philosophy|274 views|No comments
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    Check Point Software (CHKP) is a Free Cash Flow Machine

    One of the things Buffett consistently refers to when evaluating the quality of a business is the amount of cash it produces relative to the amount of cash it needs to maintain the business. Buffett calls this cash flow that is produced "owner earnings", which is basically free cash flow.
    Category: Investment Ideas|588 views|No comments
  • Markel's Tom Gayner Has 4 Main Investment Principles

    I've been doing some research this week on insurance as there are a number of stocks in this industry on my watchlist. Yesterday I went through the Value Line list of life insurers, many of which are selling well below book value. I'll be taking a look at a few of these in more detail soon. Of cou
    Category: Superinvestors|301 views|No comments
  • Investing vs Speculation

    “Outright speculation is neither illegal, immoral, nor (for most people) fattening to the pocketbook.” - Ben Graham,  Intelligent Investor I wrote  this post on why I bought MSFT and AAPL  last week and I reposted it over at Seeking Alpha where  I receive
    Category: Investment Philosophy|293 views|No comments
  • Two Undervalued Mega-Cap Cash Cows

    Earlier this week, we bought Apple (AAPL) around $407.50 and Microsoft (MSFT) around $28.65. Both stocks represent about 3% of the portfolio. Five years ago, I never would have thought these would be in my portfolio, especially not the first two positions in a new model portfolio, but  I think
    Category: Investment Ideas|429 views|No comments
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    Walter Schloss is a role model for all aspiring value investors. He is the most influential investor to me personally based on his 5 decade long performance as well as his investing style. Schloss was a compounding machine that hit base hit after base hit. He was the Ted Williams of investing.
    376 views|No comments
  • Buffett on Farmland & Exxon Mobil vs. Gold

    Gold and silver prices are crashing this morning and I was reading some news on my Twitter feed I noticed someone link to a post at Ivanhoff.com called  Warren Buffett on Gold . Ivanhoff had a nice summary from  Buffett's 2011 Berkshire Shareholder Letter  that contains one of my
    Category: Investment Ideas|270 views|No comments
  • 1

    Finding Value in 4 Big Cap Tech Stocks

    In the process of scanning the investment landscape to find value amidst the all time highs for the indices, I've noticed that a number of big cap tech stocks are priced at low valuations relative to their earnings and free cash flow, measured on an absolute basis and relative to their own historic
    Category: Investment Ideas|361 views|No comments
  • One of my readers who is interested in learning more about the  fundamentals of value investing  emailed me the following question: “I get the idea of buying undervalued stocks but how do you know if they are undervalued or just junk that you wouldn’t want to invest in?” This is
    Category: How To Improve Results|274 views|No comments
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