Investment Journal

7 Habits of Highly….Snooze…..

It’s early morning and your head is killing you.  No caffeine….it’s a painful reminder of your addiction.  You should stop, but you probably won’t.   At least once a week, I will head to the grocery store around 11 p.m. because my wife wants chocolate, that’s demand...

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...