by Matt Brice | Jul 13, 2017 | Investment Journal, Investment Theory
John wrote about O'Reilly (ORLY) a few months back and I just wanted to write down my thoughts from a more general and less financial perspective. Primarily, I would like to use my thoughts on ORLY to highlight a key skill all investors should keep in mind. "If past...
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 John Huber | May 19, 2017 | Ideas, Investment Journal, Investment Theory
This will be a somewhat meandering post on some notes of mine regarding the concept of selling, as well as some brief comments on AutoNation and Verisign (the latter is a current holding). I’ve talked about stocks in category 1 vs category 2. What do I mean by this?...
by Matt Brice | May 12, 2017 | Investment Theory
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 decade ago. One good idea per...
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...
by Matt Brice | Mar 31, 2017 | Investment Journal, Investment Theory
This is an excerpt from my “2016” letter. It will be done before I write the 2017 letter. The Bible has 783,137 words vs. the Ten Commandments, which come in at a mere 297 words. I would probably be better off trying to live the 297 words instead of trying to...
