Circle of Competence

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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 [...]

Note, 08/06/08: I made some horrendous editing mistakes in this piece.  I’ve gone through it again and fixed up most of the mistakes.  Sorry for the sloppiness, readers.   In the future, if you notice them, leave a scathing note so I get sufficiently motivated to do better editing work.
Sorry for the dearth of writing lately.  [...]

By the end of the year, Time Warner Cable (TWC), will be a stand alone entity after being spun off from Time Warner Inc. (TWX).   TWC is a publicly traded company as it currently stands, 84% owned by its parent, Time Warner Inc.    The carve-out occured early in 2007, trading between $36-43, but has plummeted [...]