- Learn anything useful while here? All tips through Paypal go to the kids' college fund: widemoatinvesting [at] gmail.com Special thanks to all our generous supporters!
- Liberty Tax auditor resignation, 2nd resignation in 6 months $tax sec.gov/Archives/edgar… 4 months ago
- @safalniveshak And what if I wanted to dissuade someone from the role of fusty, naysaying curmudgeon? 10 months ago
- A boardroom battle at Liberty Tax $TAX. Voting rights matter. sec.gov/Archives/edgar… 11 months ago
- Joe Papa Gets Paid(?) $VRX widemoatinvesting.com 1 year ago
- If Buffett is buying $AAPL, has he marked an end? $BRKB widemoatinvesting.wordpress.com 1 year ago
This site should not be construed as investment advice, either on behalf of particular stocks or in regard to overall investment strategies. It is a site aimed at understanding competitive advantages and valuing businesses.
The information provided here comes from publicly accessible sources, but errors in these sources and in transcription may occur. Any investment decisions you make should be based solely on your evaluation of your financial circumstances, investment objectives, risk tolerance, and liquidity needs.
- Actionable Amazon American Express Assessing Management behavioral finance Benjamin Graham Berkshire Hathaway Berkshire Letter Series Berkshire Letters series BMTC Group Bonds Book Reviews Buybacks Cable ONE Charlie Munger Coca Cola ConocoPhillips Constellation Energy Craigslist David Dodd David Einhorn DeVry Diversification eBay Francis Chou Gannett Geico General Electric General Motors Goldman Sachs Google Greenlight Capital Harvard Illinois Bancorp Influence Insurance Investing Jeff Raikes Joel Greenblatt Johnson & Johnson Kaplan Kmart Margin of Safety Microsoft MidAmerican Energy Moat Moats Mohnish Pabrai Moody's Nebraska Furniture Mart Newsweek NPV OnlineAuction.com Pairs Trading Paypal position sizes Proctor & Gamble Rational Management Robert Cialdini ROE Sam Walton Seanergy Sears Holdings Security Analysis See's Candies Seth Klarman Skype Stilwell Strayer Target The Dhandho Investor Valuation Wal-mart Warren Buffett Washington Post Wrigley
Search Results for: rational management
Through the rambling course we’ve taken on this blog, we’ve highlighted a few businesses with wide economic moats. Some offer products that satisfy basic and enduring needs; others sell a commodity product—like insurance or suit liners—but with the lowest cost … Continue reading
Truly rational capital management too rarely resides in the executive suites of publically traded businesses. More often, a myopic focus fixes on growing the empire by acquiring more assets, all while ignoring the owners’ interests—the productive use of retained earnings. … Continue reading
In the past, we’ve profiled a handful of microcap companies (FNET, KSW, LIMC, RMCF), either with discernible competitive advantages, particularly rational management, or an imminent catalyst for unlocking shareholder value. We continue in that vein today by profiling Tucows, Inc. … Continue reading
Lately I’ve been sleuthing for rational capital management. Impressed by FortuNet’s cash distribution, disappointed by Moody’s stagnant buyback plan, and annoyed by KSW’s passivity, it is clear to me that rational management can be found in unlikely places, and that … Continue reading
A stock represents an ownership stake in a business. But why should that stake ever be worth anything? In the worst cases, imprudent management funnels future earnings back into unprofitable endeavors and overpriced acquisitions, and your stake could become worthless. … Continue reading
The daily troll for bargain securities will always produce a few nibbles. Yet, it is not until after the important and sometimes tedious work of reeling in requisite information that one actually gets a glimpse of his catch. One nibble … Continue reading
In 1992, the United States watched its most successful third party candidate since Teddy Roosevelt garner nearly 20 million votes, or 18.9% of those cast. Bloomington, MN became home to an American temple, with its gargantuan coffers poised to receive … Continue reading
eBay filed its first quarter 10-Q at the end of April, and the stock price launched. With two highly lucrative toll-booth businesses—brokered sales and payment services (Paypal)—and an exceedingly low price (briefly selling below $10 per share earlier this year), … Continue reading