1/4 Rotation Around the Sun…..

You can read our earlier discussions of Taro here and here. Taro reported their quarterly results a few weeks back.  If I had to write three to five pages on their earnings results, I might tell a few stories to take up the first four pages.  There just is not that...

Sniffing out Special Situations: Bad Dog…..

We have a dog.  He sniffs a lot.  I don’t know what he is looking for.  He knows where his food is, why does he spend so much time sniffing?  Sometimes I feel like my dog, sniffing a lot when it is pretty obvious where the food is (great businesses at good prices in...

Boring Monopoly Still a Boring Monopoly: VRSN Update

VRSN Earnings Update: 2/10/17: No news is good news with most companies and Verisign (VRSN) is no different.  There is no real news this quarter.  As we first discussed, Verisign is a solid single, in baseball parlance, that has potential to turn into a double,...

7 Habits of Highly….Snooze…..

It’s early morning and your head is killing you.  No caffeine….it’s a painful reminder of your addiction.  You should stop, but you probably won’t.   At least once a week, I will head to the grocery store around 11 p.m. because my wife wants chocolate, that’s demand...

Bedtime Stories with Dear Chairman

Any parent who reads to their children at night will enjoy picking up Dear Chairman and going chapter by chapter with their little one.  Your child may currently enjoy some version of Shrek or Trolls, but with persistence, I am sure a good parent could point her in...