Hormel Foods- The Definition Of A Boring Compounder (Analysis)
Hormel Foods (ticker HRL) has an outstanding long-term track record, yet it’s not a widely known company. What does Hormel do and is it likely
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Otis Is A Long-Term Compounder (Analysis)
Otis is the world’s biggest elevator company. It manufactures and installs elevators, escalators and moving walkways. The name origins from the founder, Elisha Otis, who
Continue reading15 Mini/Baby Berkshires
Berkshire Hathaway is big, mature, and its chairman is old (90 years). This leads many investors to look for companies that are similar to Berkshire
Continue readingConstellation Software’s Agnostic Capital Allocations
Constellation Software’s CEO Mark Leonard is a bit of an eccentric character and CEO. Under his reign, the company has compounded at about 40% for
Continue readingCan Boston Omaha Become The Next Berkshire Hathaway? (Baby/Mini Berkshire Analysis)
Boston Omaha has many similarities to Berkshire Hathaway and is often labeled a Baby/Mini-Berkshire. Many have tried to become the next Berkshire, most have failed.
Continue readingWhy Investment Companies Are A Great Investment
Introduction and summary: This article seeks to explain what an investment company is, and what the main differences are compared to mutual funds. If you
Continue readingWhy Invest In The Berkshires – The Original And The Clones/Minis/Babies
Introduction and summary: Most investors know very well the story of Berkshire Hathaway and Warren Buffett. However, the many advantages of the Berkshire business model
Continue readingCostco – The Moat Is The Unique Corporate Culture
Costco (COST) is a US retailer and for good reasons one of the most admired companies in the world. Costco’s management style, with a focus
Continue readingIs Altria A Good Investment At A P/E Of Ten?
Altria is included in the Unethical Portfolio. Altria is a legendary tobacco company that was split in two in 2008 when Philip Morris became the
Continue readingAdmiral Plc – The “Different” Insurer
This article contains some brief notes on Admiral Plc, a UK insurance company listed on London Stock Exchange with the ticker code ADM. It’s included
Continue readingWR Berkley – The Rare Combination Of Both Able Operators And Allocators
We buy back stock when we think it’s attractively priced relative to our assessment of the intrinsic value of the enterprise. – Robert Berkley on
Continue readingAccenture: Compounder And Dividend Growth Stock
Introduction and summary: I have been a shareholder in Accenture for many years and the only regret I have is that I don’t have a
Continue readingWhy Lukoil Is The Best Oil Major To Own (?)
Perhaps surprisingly, I believe Lukoil, the Russian oil giant, is the best oil stock to own among the oil majors. Despite being a Russian company,
Continue readingInvestors Title: A Short Analysis
Investors Title (listed on Nasdaq with the ticker code ITIC) was for me an unknown company until about a week ago when I came across
Continue reading11 Reasons To Own Philip Morris International
Philip Morris International (from now on PMI) is probably one of the most “hated” companies on the planet. This black sheep is literally black-listed by
Continue readingThoughts/Analysis On Markel (The “Mini/Baby” – Berkshire)
Berkshire Hathaway needs no introduction, but what many investors might not know is the existence of several “Mini-Berkshires” or “Baby-Berkshires”, companies that are much smaller
Continue readingAlleghany Corporation: A Boring “Mini/Baby-Berkshire” (Analysis)
Berkshire Hathaway needs no introduction, but what many investors might not know is the existence of several “Mini-Berkshires” or “Baby-Berkshires”, companies that are much smaller
Continue readingDiageo: A Premium Sin-Stock
Diageo is a sin stock and those stocks have performed the best over the last century. This analysis argues for why this is likely to
Continue readingUnilever: A “Safe” (?) Dividend Stock (analysis)
Introduction and summary: This article is a very brief analysis of Unilever. The company has proven to be adaptable in many different economic climates and
Continue readingAbbott Laboratories: Tailwind From Healthcare Spending And Emerging Markets
I have been a shareholder in Abbott Laboratories (ABT) since the acquisition of St. Jude in 2016. I believe this is a very good
Continue readingJohnson & Johnson: Boring, Slow Growing And Stable (Recession Proof)
Governments have currently implemented draconian measures to stop the coronavirus, leading to a wide global sell-off on the stock exchanges. Market drops are often a
Continue readingWhy It Makes More Sense For Exxon To Buy Back Shares Instead Of Paying A Dividend
Last week I wrote an article about how you can create your own “dividend” by selling shares. Many investors have an irrational dividend bias: Benjamin
Continue readingCredit Acceptance Corp: Excellent Operators And Allocators – Great Compounder
Credit Acceptance Corp has proven to be disciplined loan underwriters, a prerequisite for good long-term performance. Has a clear and rational strategy for allocating capital.
Continue readingComcast: A Recession “Proof” Compounder
Introduction and summary: Comcast (ticker code: CMCSA) is the world’s second-biggest telecom company and headquartered in Philadelphia, USA. The company was founded by Ralph Roberts
Continue readingConstellation Software – Takeaways From Mark Leonard’s Shareholder Letters
This article contains a brief description of Constellation Software, some thoughts on its competitive advantages and excerpts from Mark Leonard’s excellent shareholder letters. The excerpts
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