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...

How I Think About Berkshire Hathaway’s Intrinsic Value

One way to look at Berkshire’s value and ability to compound over time is to take a closer look at where the value resides within Berkshire. I did a post back in the winter where I laid out why I liked the stock at those levels. I’d probably recommend reading that...

Comparing J.P. Morgan and Wells Fargo

I wrote a post last week with some thoughts on Wells Fargo. This is a follow up post with some thoughts on both Wells Fargo and J.P. Morgan. Both banks came out with earnings on Friday morning. Coincidentally, I think both banks look very similar these days (at least...

The Internet’s Toll Road

We've written two posts on various aspects of Verisign's business and the current situation that is surrounding the company. We thought it would be a good idea to update/combine the two posts into a more comprehensive write-up. Matt and John both contributed to this...