IBM’s Big Blues: Will the elephant dance ?
— December 2, 2015A lot has been written about IBM recently in the media. Critiques of the Big Blue are increasing with every…
Continue Reading ...A lot has been written about IBM recently in the media. Critiques of the Big Blue are increasing with every…
Continue Reading ...This is the show notes from my interview with Brendan Snow, founder and CEO of ForwardFunded.com. I enjoy talking…
Continue Reading ...This past weekend I was in Irvine to attend the annual meeting of Dhandho Holdings and Pabrai Funds. The number…
Continue Reading ...Silicon Valley is the undisputed hub of innovation in the world today. It’s well known for its ecosystem of startups,…
Continue Reading ...Markel Corporation is a financial holding company whose principal business is specialty and property-casualty insurance. Markel is also known as…
Continue Reading ...This past weekend I was in Omaha to attend my third Berkshire Hathaway annual shareholder meeting. Most of the information about…
Continue Reading ...The recent slump in oil prices took most of us by surprise. Oil prices have been on the rise since…
Continue Reading ...We often hear about the IT industry or IT sector in media and in our conversations with friends, coworkers and…
Continue Reading ...In the past couple of months I have read and re-read “The Education of a Value Investor: My Transformative Quest…
Continue Reading ...“Owner earnings” is a concept made popular by Warren Buffet through his letters to the shareholders of Berkshire Hathaway. Most…
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