Reading and Thinking
Thoughts

Reading and Thinking

“I just sit in my office and read all day.” Warren Buffett “Never stop reading. History doesn’t repeat but it does rhyme” Seth Klarman “Well, I think you should read everything you can. I can tell you in my own case, I think by the time I was — well, I know by the time I was […]

Re-Investment
Article

Great Re-Investment Opportunities

“After ten years in the job, a CEO whose company retains earnings equal to 10% of net worth, will have been responsible for the deployment of more than 60% of all capital at work in the business.” Warren Buffett “Over a period of years, our thinking has focused more and more on the issue  of reinvestment as the single most critical […]

Investment Vs. Speculation
Blog

Investment Vs. Speculation

“An investment operation is one which, upon thorough analysis, promises safety of principal and an adequate return. Operations not meeting these requirements are speculative.” — Ben Graham It occurs to me that the typical individual who buys and sells common stocks makes little or no distinction between the concepts of speculation versus investment. Instead they […]

Warren Buffett
Thoughts

Warren Buffett

“It’s a terrible mistake to think that mathematics will take you a long place in investing. You have to understand certain aspects of mathematics. But you don’t have to understand higher mathematics. And higher mathematics may actually be dangerous and it will lead you down pathways that are better left untrod.” –Warren Buffett Please follow […]

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