Buffett has said something along the lines of “you don’t need to know the weight of a cow to know its fat.” This evaluation method can help the…
More nuggets I've learned from the GOAT Mohnish Pabrai. He continues to amaze me with the new ideas he gets and how he easily explains them. Kind of…
XPEL is a name that I’ve been analyzing and thinking about in the past few weeks. I haven't found any analysis that answered a lot of the questions I…
Since a picture is worth a thousand words or something, I'll start this off by showing you how well his Chest Fund's performance was. He did this…
A friend of mine sent me a great video that got me thinking about the assumptions that need to be made in order to achieve a given rate of return. The…
I recently finished Creating Shareholder Value By Alfred Rappaport and although I found it a little overly complex, I do think it has a host of very…
There are few new mental models I wanted to expand on, which I think make the spawner framework even more powerful. If you don't know what a spawner is…
If you love reading annual reports and biographies of Buffett and Munger, you are probably trying to improve your business knowledge, to in turn make…
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The Thinking Investor