by Matt Brice | Jul 13, 2017 | Investment Journal, Investment Theory
John wrote about O'Reilly (ORLY) a few months back and I just wanted to write down my thoughts from a more general and less financial perspective. Primarily, I would like to use my thoughts on ORLY to highlight a key skill all investors should keep in mind. "If past...
by Matt Brice | Jul 7, 2017 | Investment Journal, Special Situations
The difference between an amateur photographer and a professional is that you only see the best images of the later, but the former displays a lot of not so flawless images on his path to understanding what he needs to do better. John and I wanted to create this...
by Matt Brice | Jun 7, 2017 | Investment Theory
Value investors tend to shy away from technology companies. There are typically two primary reasons for this. First, technology can sometimes be difficult to understand. For example, Nvidia is a technology company that designs graphic processing units. These units...
by Matt Brice | Jun 2, 2017 | Investment Journal
One foot hurdles are the best investments. John texted me Thursday night asking which team I thought I would win the NBA Finals. Since I am on mountain standard time, my kids don’t usually go to bed until these games are almost over. I replied to his text as my kids...
by Matt Brice | May 26, 2017 | Ideas
There is no sugar-coating Taro’s latest results. They weren’t great. Here are a few thoughts, some specific to Taro and some general. The first mistake people make when fooling themselves (remembering of course, that you are the easiest person to fool) is not to...
