Circle of Competence

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 [...]

Hi Readers,
OK, so the move to the new site, with feedburner, didn’t go as planned.   Long story short, I messed up the feed moving it over and lost a big chunk of readers.  You’ll notice the counter went down to 24 readers.
If you are not subscribed, or if you had been subscribed from the old [...]

In case you guys don’t read College Analysts, which you should, James Cullen interviewed me this week via e-mail, and he posted the full interview on the site today.  I’m sure there are some much better interviewees out there than myself, but James asked me to answer a few questions so I’m flattered.
Go check it [...]