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Sears and Follow Up on Buffett’s Ability to Avoid Complexity

by John Huber | Oct 18, 2018 | Case Studies, Investment Journal, Investment Theory

Sears finally filed for bankruptcy earlier this week. Over the weekend, I was rereading some of the notes I’ve taken over the years on Sears. It’s been an interesting situation to watch. I sometimes wonder if Lampert has ever estimated what has become a monumental...

Importance of Knowing Your Investment Boundaries (Sears Mini-Case Study)

by John Huber | Jan 3, 2017 | Case Studies, Investment Journal, Investment Theory

Quick administrative note: I plan to post this write-up to the free blog later in the week, but I thought I'd also post this here for members as well. Matt and I plan to post around two posts each week (or somewhere around 8-9 posts each month) to this BHI Members...

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