Money and Finance
- How To Blow $9 Billion: The Fallen Stroh Family
Link to article: How To Blow $9 Billion: The Fallen Stroh Family AS WITH MANY OF AMERICA’S GREAT FORTUNES, the Stroh family’s story starts with an immigrant: Bernhard Stroh, who arrived in Detroit from Germany in 1850 with $150 and a coveted...
- Michael Shearn On Filtering Investment Ideas
I think having the right filters is one of the most important things in the investment process, which is also something I tried to express is THIS post as well. "When filtering through the many investment opportunities the stock market is offering at...
- The Other Reason For Warren Buffett's Success - By Jason Zweig
Whether he buys stocks in what he calls the "auction market" or private businesses in the "negotiated market," Mr. Buffett tries to secure a margin of safety. That term, defined by his mentor Benjamin Graham, means that the price is so far below a business's...
- The Double Edged Sword
When it comes to capitalizing a company management has two options: equity or debt. If you look across the publicly available companies you'll find all sorts of mixes in capital structures. Some companies like Visa (V) (Analysis Here) are fully...
- Happy Thanksgiving!
I love this time of year. There's a chill in the air. Fires and food are plenty. And let's not forget the best part, getting to spend time with your family and friends. Unfortunately I'll be working yet again, but I was thankfully...
Money and Finance
The Upside of Family Ties: The Link Between DNA and ROI
Found via @jasonzweigwsj. I haven’t bought and read this case study yet, but it looks similar to a lot of the points that Tom Russo makes about the types of family-run businesses in which he prefers to invest.
Family-owned businesses perform poorly on most accepted ‘best practices' of good corporate governance, from majority voting to independent chairs. Could it be possible that they have an important lesson to teach publicly-held companies? Yes, say the authors, who discuss their latest research, which indicates that family-owned businesses are not only outperforming publicly-held businesses over time, but they are also leading the way on perhaps the most important best practice of them all: long-term thinking.
- How To Blow $9 Billion: The Fallen Stroh Family
Link to article: How To Blow $9 Billion: The Fallen Stroh Family AS WITH MANY OF AMERICA’S GREAT FORTUNES, the Stroh family’s story starts with an immigrant: Bernhard Stroh, who arrived in Detroit from Germany in 1850 with $150 and a coveted...
- Michael Shearn On Filtering Investment Ideas
I think having the right filters is one of the most important things in the investment process, which is also something I tried to express is THIS post as well. "When filtering through the many investment opportunities the stock market is offering at...
- The Other Reason For Warren Buffett's Success - By Jason Zweig
Whether he buys stocks in what he calls the "auction market" or private businesses in the "negotiated market," Mr. Buffett tries to secure a margin of safety. That term, defined by his mentor Benjamin Graham, means that the price is so far below a business's...
- The Double Edged Sword
When it comes to capitalizing a company management has two options: equity or debt. If you look across the publicly available companies you'll find all sorts of mixes in capital structures. Some companies like Visa (V) (Analysis Here) are fully...
- Happy Thanksgiving!
I love this time of year. There's a chill in the air. Fires and food are plenty. And let's not forget the best part, getting to spend time with your family and friends. Unfortunately I'll be working yet again, but I was thankfully...