Latest

02
Sep

Buffett Has Lost It -- Kraft Heinz

I don’t think Charlie and I…certainly at Berkshire…I don’t think we’ve ever had a permanent
4 min read
13
Aug
FONAR Corp (FONR)

FONAR Corp (FONR)

I like special situations. They usually have higher degrees of certainty when answering: * How much cash is there? * When will
3 min read
05
Aug
ARC Document Solutions (ARC)

ARC Document Solutions (ARC)

This was an idea I posted on Twitter last summer. It is a review of ARC Document Solutions (ARC) after
3 min read
18
Jul
The Sweet History of Rockwood & Co.

The Sweet History of Rockwood & Co.

If you’ve studied Warren Buffett, you’ve likely come across the cocoa arbitrage story involving Rockwood & Company. Maybe
18 min read
22
Jun
Nicholas J. Pritzker

Nicholas J. Pritzker

A Profile
24 min read
12
Mar

Progress Report #1

First, thank you to those who have financially supported this project up front. It takes a certain amount of trust,
1 min read