Analysis and portfolios for rational investing
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 readingIntroduction 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 readingIntroduction 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 (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 readingAltria 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 readingThis 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 readingWe 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 readingIntroduction 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 readingPerhaps 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 (listed on Nasdaq with the ticker code ITIC) was for me an unknown company until about a week ago when I came across
Continue readingPhilip 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 readingBerkshire 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 readingBerkshire 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 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 readingIntroduction 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 readingI have been a shareholder in Abbott Laboratories (ABT) since the acquisition of St. Jude in 2016. I believe this is a very good
Continue readingGovernments 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 readingLast 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 has proven to be disciplined loan underwriters, a prerequisite for good long-term performance. Has a clear and rational strategy for allocating capital.
Continue readingIntroduction 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 readingThis 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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