Circle of Competence

If there’s anyone left reading the blog, and I know you’re out there, I want to extend an offer to you.
As I mentioned last year, I am now gainfully employed by Complete Growth Investor, LLC as a portfolio manager and analyst. So far I’ve picked six stocks for the service - one which has been [...]

Continuing my affair with the company, a reader Jeff Moore passed along a set of notes from the Steak N Shake Investor Day a week ago, which I felt all my (former) readers my enjoy reading. The notes are posted here. Jeff has an interesting new blog that I’d recommend to my readers.
My thoughts? Steak [...]

I thought it might be best to update you on a few companies I’ve written about.
First up is the oft-debated Primus Guaranty (PRS). Last week, I made the calculated decision to sell Primus in my personal portfolio. This might seem a little flip-floppy for a long term value investor who has spoken rainbows of the [...]

Readers,
I have to first apologize for the length of time since my last post.  The financial world has changed forever and you have yet to hear a peep from me!  Needless to say, the brief conclusion I can make is that the financial markets are littered with opportunity both big and small.  The companies I’ve [...]

As a frequent reader, and now small-time contributor, to the Berkshire Hathaway group over at MSN, created and wonderfully maintained by Sanjeev Parsad, I was intrigued by a recent post regarding the dumping of Pinnacle Airlines (PNCL) by Mohnish Pabrai.  Before I begin, I want readers to understand that Mohnish is one of my idols in [...]

Last week, I answered 20 Questions for Geoff Gannon, author of the always amazing Gannon on Investing.  Geoff has been running this series since his early days a few years ago, and has accumluated some awesome interviews that I’ve enjoyed reading.  There are intereviews in there from Jonathan Heller (Cheap Stocks), John Bethel (Controlled Greed), and [...]

Sorry fellas for the delay with the Fesitval, I’ve been away.  Don’t despair, the Festival is alive and well!
There were lots of great posts this week, ranging from stock analyses, to a book review from AlexG, to an fun aptitude test for Jae over at Old School Value.  Great job all.
First, some articles on personal [...]