Money and Finance
- More From Warren Buffett On Having Good Filters...
Via the notes from the Ivey MBA and HBA student meeting with Warren Buffett: At Berkshire we have certain filters that have been developed. If in the course of a presentation or evaluation part of a proposal[,] an idea hits a filter then there is no way...
- Alice Schroeder On Warren Buffett’s Filtering Process
Thanks to Will for bringing this back up to me. This quote is from my friend Miguel Barbosa’s interview with Alice Schroeder (HERE). “Typically, and this is not well understood, his way of thinking is that there are disqualifying features to an investment....
- Warren Buffett Quote On Filters
As I've previously mentioned (HERE) how important I think filters are in deliberate practice and achieving expertise in investing, this quote from Warren Buffett during yesterday's Berkshire Hathaway Annual Meeting really struck a chord with me:"Charlie...
- Is Becton, Dickinson And Company Poised To Continue Double-digit Returns?
The healthcare industry is poised to continue to grow as the population continues to age. The unfortunate side effect of growing older is that your healthcare expenses tend to rise. A study from 2004 analyzed the medical expenses of a cross-section...
- Recent Buy - Omega Healthcare Investors (ohi)
Hi Everyone, The buys keep coming! It's been a real busy start to the year and things are not slowing down. I just got a raise at work, my wife is getting a new job that could potentially earn us a fair bit more money and we recently...
Money and Finance
Ted Weschler's healthcare investing filters
In his CNBC appearance this morning, Ted Weschler mentioned the 3 filters he uses when investing in healthcare company stocks (and why he thinks DaVita passes all the filters):
1) Does the healthcare company deliver better quality of care than somebody could get anywhere else?
2) Does it deliver a net savings to the healthcare system?
3) Do you get a high return on capital, predictable growth, and a shareholder-friendly management?
- More From Warren Buffett On Having Good Filters...
Via the notes from the Ivey MBA and HBA student meeting with Warren Buffett: At Berkshire we have certain filters that have been developed. If in the course of a presentation or evaluation part of a proposal[,] an idea hits a filter then there is no way...
- Alice Schroeder On Warren Buffett’s Filtering Process
Thanks to Will for bringing this back up to me. This quote is from my friend Miguel Barbosa’s interview with Alice Schroeder (HERE). “Typically, and this is not well understood, his way of thinking is that there are disqualifying features to an investment....
- Warren Buffett Quote On Filters
As I've previously mentioned (HERE) how important I think filters are in deliberate practice and achieving expertise in investing, this quote from Warren Buffett during yesterday's Berkshire Hathaway Annual Meeting really struck a chord with me:"Charlie...
- Is Becton, Dickinson And Company Poised To Continue Double-digit Returns?
The healthcare industry is poised to continue to grow as the population continues to age. The unfortunate side effect of growing older is that your healthcare expenses tend to rise. A study from 2004 analyzed the medical expenses of a cross-section...
- Recent Buy - Omega Healthcare Investors (ohi)
Hi Everyone, The buys keep coming! It's been a real busy start to the year and things are not slowing down. I just got a raise at work, my wife is getting a new job that could potentially earn us a fair bit more money and we recently...