Value Investing

Seth Klarman - A wise disciple of Warren Buffet

Sep
14
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In robust securities markets, as we are currently experiencing, it is always wise to ground ourselves.  It is very easy to get wrapped up in the excitement of a bull market.  Keeping a level perspective and grounding ourselves in fundamental principles can save us from ourselves.

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Costco - If there were doubts before, it is clear now

Sep
08
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Costco finished their fiscal year with outstanding sales results.  I have long been a big fan of their business model and it is great to see Costco shifting into high gear.

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