Boring Investment Ideas Can Sometimes Be Beautiful

Matt made a comment in a recent post regarding Verisign’s simplicity. Not just the simplicity with its business model (and it is one of the simplest businesses I’ve ever studied), but also the simplicity of the investment itself. In other words, owning Verisign is a...

Banks Are Gushing Cash and Look Cheap

For the first time since the correction in the stock market in February, I am getting interested in a few investment ideas. A few of the ideas are in unexciting companies (unexciting in the sense that they are well-known and have been discussed plenty of times before…...

Update on JPM’s Valuation

JP Morgan reports earnings tomorrow (Friday, 4/13). I read the JPM shareholder letter and annual report earlier this week, and thought I’d share some brief notes on the valuation. Before that, I wanted to mention a couple quick general thoughts… I wrote about a couple...

Updated Thoughts on JPM’s Valuation

JPM announced earnings on Friday. I thought I’d review some brief thoughts, since it’s a stock I’ve discussed previously (along with the other banks as well). I don’t really care to go over the details of the earnings report, as I tend to think about the business from...

Bank Valuations: Some Updated Thoughts

I just realized that the titles of my posts are not nearly as catchy as Matt's.... In fact, my wife said they are boring. I'll work on that. I've always felt the titles were explanatory, but apparently they lack the pizzazz that some readers desire (or, as I would...