03 Oct 2025
9 minutes read
Graham Defensive Picks - REITs and Air Products at Discount
One of the most useful exercises in investing is putting two similar companies next to each other and asking a simple …
Case Study
12 Sep 2025
9 minutes read
Buffett Goes Shopping - BNSF Railway, Precision Castparts, and Kraft Heinz
When you manage tens of billions of dollars, you cannot buy small companies and move the needle anymore. You need …
05 Sep 2025
8 minutes read
Buffett and Washington Post - Buying Dollar Bills for 25 Cents
Look, imagine you walk into a store and see a crisp $100 bill on the shelf with a price tag of $25. You would buy every …
29 Aug 2025
9 minutes read
Buffett Cigar Butt Days - Sanborn Maps and American Express Plays
Look, everyone knows Warren Buffett as the guy who buys great companies and holds them forever. But early in his career, …