- May 4, 2016
- 4 min
Flip-Flops, A Tidbit, Knowing What’s Important
Flip-Flop According to William Safire’s 1982 New York Times column On Language, the term flip-flop took off in the 1940s and was used by...
- Jan 30, 2016
- 5 min
Main Drivers of the Stock Market
As bottom-up stock pickers, we are nearly exclusively focused on identifying stocks of well-run companies that offer attractive,...
- Oct 31, 2015
- 5 min
Competitive Advantage
We seek to own shares of companies with durable competitive advantage. If maintained, a company should consistently generate cash at a...
- Jul 27, 2015
- 5 min
The Pause That Refreshes
The Pause That Refreshes Halfway through 2015 the S&P 500 is flat, a refreshing pause from the current stock market advance that began in...
- May 1, 2015
- 4 min
On Indexing
With the spate of articles and analyses of how index investing is superior to active management, it is time we weighed in on the topic....