The Frog's Kiss

Below is a write up on CME I prepared as part of my job hunt.  CME is a much larger and better business than the ones I try to look at and g...

One thing I try to consistently identify is what I consider heuristics and biases specific to investing.  There are many business traits or ...

Berkshire-esque companies are an interesting corner of the market: Leucadia, Biglari, Loews, Markel, etc.  To an ...

I just finished reading The Predator’s Ball: The Inside Story of Drexel Burnham and the Rise of the Junk Bond Raiders by Connie Bruck and I...

I thought I’d summarize my Eagle Materials (EXP) write up since it’s a wee bit long.  Eagle is a construction materials manufac...