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...
by Matt Brice | May 12, 2017 | Investment Theory
Buffett Moat vs. Bezos Moat I was a philosophy major, so I have a lot of theories rolling around in my head. Most of them are completely useless. This idea below, however, is probably my best insight into business since I starting reading about investing over a...
by Matt Brice | Apr 28, 2017 | Investment Theory
I have a Dust Bin watchlist. It’s a hodgepodge of companies I have looked at and passed on for one reason or the other. Mainly, I didn’t like the business model, the people running it or the competitive environment. I maintain it because I want to see where I am...
