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July 17, 2018 | Warren Buffett is sitting on more than $100B in cash and is still waiting for the right acquisition. In the meantime, he has been using some of Berkshire Hathaway’s cash flow to build a significant position in Apple of more than $40B.

May 31, 2018 | When you hear stock pitches from investors you highly respect, we’ve long found that we better pay attention! To continue compounding our knowledge and learning from people smarter than us, we recently built this resource...

April 9, 2018 | 2018 has been characterized by high volatility so far, and while most investors do not like the uncertainty, value investors perceive volatility as an indicator of opportunity.

March 1, 2018 | Volatility is rising and the S&P500 has been a bumpy ride so far in 2018. One of the things Ben Graham talks about in The Intelligent Investor is gaging potential market returns by taking the inverse of the P/E ratio for the index.

February 7, 2018 | Would you like to attend the Berkshire Hathaway Shareholder’s Meeting with Preston and me? Attending the meeting is easier than you think (Hint: You don’t need to own a $300,000 – “A” Share).

January 15, 2018 | Attached are intrinsic value assessments of stocks that Preston and I have found noteworthy. One of the picks, Gilead Sciences, is from our friend Tobias Carlisle.

December 21, 2017 | Attached are intrinsic value assessments of stocks that Preston and I have found noteworthy. With the S&P500 priced above 2,680, finding strong value picks is challenging.

July 17, 2017 | I hope you’re having a wonderful summer. Attached are two summaries from the books Stig and I just finished reading. The first book was written by billionaire Howard Schultz, the founder of Starbucks.