08
Oct
OMC + IPG
OmnicomGroup (OMC) and The Interpublic Group of Companies (IPG) are merging into an entity that – in my perfect dreamworld – would
4 min read
Latest
16
Sep
"Sell for Less": A Tale of Two Families
Only some see through the disguises of opportunity. The disguise might appear as a problem, even a misfortune. But within
8 min read
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)
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)
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.
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
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