Companies are susceptible to losing their customers as a result of disruptive technologies. In The Innovator’s Dilemma, Christensen demonstrates that companies are overtaken despite doing everything right – listening...
Read MoreFull House Resorts (FLL) has all the makings of a great value stock. With a market cap of only $50 million against double-digit millions in free cash flow and a strong net cash position, the company looks seriously undervalued....
Read MoreActivist investor Chuck Gillman recently recommended the book Extreme Value Hedging to me. In Chuck’s opinion, making predictions about the future is incredibly difficult, so his preference is to profit from changes that...
Read MoreCompanies are susceptible to losing their customers as a result of disruptive technologies. In The Innovator’s Dilemma, Christensen demonstrates that companies are overtaken despite doing everything right – listening...
Read MoreCompanies are susceptible to losing their customers as a result of disruptive technologies. In The Innovator’s Dilemma, Christensen demonstrates that companies are overtaken despite doing everything right – listening...
Read MoreCompanies are susceptible to losing their customers as a result of disruptive technologies. In The Innovator’s Dilemma, Christensen demonstrates that companies are overtaken despite doing everything right – listening...
Read MoreAccumulating large amounts of wealth via investing takes a combination of strong returns and investing over a long period of time. Practically all articles related to investing (including those on this site) are focused on...
Read MoreValue investors may want to have a look at G. Willi-Food (WILC) , a Nasdaq-listed Israeli distributor of specialty foods. The company is profitable, and yet it trades for about its cash balance, despite the absence of debt! WILC...
Read MoreI recently read Peter Bevelin’s book Seeking Wisdom: From Darwin to Munger. I found it to be a great summary and discussion of many of the biases to which humans succumb thanks to our evolutionary upbringing. Unlike many...
Read MoreWe’ve seen that the PE10 can be used to loosely forecast long-term (e.g. 10 years) market returns in the US. But what about internationally? It turns out that this intuitive (to value investors, at least) concept does...
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