1/4 Rotation Around the Sun…..

You can read our earlier discussions of Taro here and here. Taro reported their quarterly results a few weeks back.  If I had to write three to five pages on their earnings results, I might tell a few stories to take up the first four pages.  There just is not that...

Can You Guess How Much I Weigh?

“You don’t have to know a man’s exact weight to know that he’s fat.” – Ben Graham With this particular company, it is certainly tough to know exactly how much it is worth, but I have enough confidence to know that it is undervalued.  We did, however, want to get a...