Investment Journal

Henry Schein: Good, but not Great

Henry Schein: Henry Schein is a good business at an average price.  It is a good business, not a great one.  However, it is a business I understand and with which I feel comfortable, so I find myself sticking around.   First, what does Henry Schein (“HSIC”) do.   1996...

Some Initial Thoughts on Discovery Communications

I have just started reading about Discovery Communications (DISCA or DISCK). As I study their business model, I am reminded of something Buffett said in a great discussion at the University of Florida back in 1998: “If you’re right about the business, you’ll be right...