MPFWarren Buffett’s Catastrophe FilterIn The Snowball Alice Schroeder uses Buffett’s investment in Mid-Continent Tab Card Company as a case study to demonstrate how Buffett…Sep 16, 2015Sep 16, 2015
MPFGreenblatt on Spin-offsThis weekend I re-read the poorly named but well written book You Can Be a Stock Market Genius by Joel Greenblatt. The book discusses…Sep 15, 2015Sep 15, 2015
MPFWalter Schloss’ Investment ChecklistFocus on cheap stocks. This means not worrying about earnings at the moment, only asset protection. When you do this, you have three…Sep 15, 2015Sep 15, 2015
MPFLou Simpson’s Five Investing PrinciplesIn a rare 1987 interview with the Washington Post, Lou Simpson laid out his five investment principles.Sep 15, 2015Sep 15, 2015
MPF16 Factors Needed to Make Money in the Stock MarketWalter Schloss returned 20% annualized for 47 years (15.3% net to investors) versus the S&P 500's 7% return over that period. He used Value…Sep 15, 2015Sep 15, 2015
MPFThe Dhandho Investment FrameworkIn The Dhandho Investor Monish Pabrai lays out the investment framework he uses.Sep 15, 2015Sep 15, 2015
MPFThe Investment Process at Graham-Newman CorporationIn The Snowball Alice Schroeder writes:Sep 15, 2015Sep 15, 2015
MPFRichard Pzena’s Investment PhilosophySimple: We buy good businesses when they go on sale. We require five characteristics before we invest:Sep 15, 2015Sep 15, 2015
MPFA Portrait of a Disciplined InvestorLou Simpson is perhaps the greatest investor you have never heard of.Aug 30, 2015Aug 30, 2015