Can You Guess How Much I Weigh?

“You don’t have to know a man’s exact weight to know that he’s fat.” – Ben Graham With this particular company, it is certainly tough to know exactly how much it is worth, but I have enough confidence to know that it is undervalued.  We did, however, want to get a...

Hamilton is Non-Stop

Even though we started at the very same time Alexander Hamilton began to climb How to account for his rise to the top? Man, the man is Non-stop My daughter’s favorite Broadway play is Hamilton, but with prices around $600 per ticket (that’s not a typo), the soundtrack...

Winning at Ping Pong and Investing

If your family is anything like mine, there will be a ping-pong tournament over the holidays.  Here is how to win….and these ideas may (or may not) apply to investing. First, don’t try to spin the ball.  Second, don’t try to hit the corners and finally, the ball...

Henry Schein: Good, but not Great

Henry Schein: Henry Schein is a good business at an average price.  It is a good business, not a great one.  However, it is a business I understand and with which I feel comfortable, so I find myself sticking around.   First, what does Henry Schein (“HSIC”) do.   1996...