Case Studies

Snapshot of a Great Business vs. a Net-Net

I published a preface to this old post with some thoughts on the concept of investing in bargains/special situations vs. compounders (businesses that produce high returns on capital and can grow intrinsic value over time). If you want, you can read those comments...

Hibbett Sports Scratch Notes

Hibbett Sports (HIBB) is a sporting goods retailer. It competes in small-town markets in the South and Midwest, and has carved out a nice niche that has led to consistent profitability despite the competitive threats that continue to gain strength in the retail...

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