Welcome to My Blog
Here is a basic blog layout with a right sidebarInvestors Podcast – Attributes of Great Businesses
I had the chance to talk with Preston Pysh and Stig Brodersen of The Investor's Podcast recently. Last year, we discussed my thoughts on Facebook. This time we talked a bit about my investment process, and we talked about what makes a great business. I also laid out...
Stock Picker’s Market
There is a strange dichotomy in the stock market right now. The market is painting large portions of industries with the same broad brush, and I think it's creating investment opportunities. Anything related to software-as-a-service (SaaS) is deemed a future winner,...
The Coffee Can Edge
“In the end, what counts is buying a good business at a decent price, and then forgetting about it for a long, long, long time.” - Warren Buffett Some will take issue with the quote above. It’s obviously important to stay informed, and I promise that Buffett doesn’t...
Bear Market Notes
Below is partial content from a note sent to Saber Capital investors on March 23rd, 2020. To join Saber’s distribution list, please use the signup form on this page. Bear Market Notes The COVID-19 panic continues to wreak havoc on both the stock market and the...
Podcast with Tobias Carlisle
I had a chance to join the Acquirer's Multiple podcast to talk about my approach to investing with Toby Carlisle. I've been a long-time admirer of Toby's work in the investing community, and I enjoyed talking with him. If you'd like to listen to the podcast, please...
Market Panics in Hindsight
Do you remember where you were on October 27th, 1997? Probably not. I don't either. But on that day, the Dow plunged 550 points, which was roughly the same amount in percentage terms (7%) as today's 2,000 point drop. In the late 1990's, the Asian financial...