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 02 Sep 2025 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 13 Aug 2025 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 05 Aug 2025 3 min read