This company looks like one of my favorite stocks over the last 10 years
October 22, 2019
We were lucky that we got one of our first ideas right. Really right. In many businesses, people want to buy only after you’ve shown you have a track record of good performance in what you do. That’s especially true when
Warren Buffett is a great investor. Many great investors have made themselves billions, but there are few if any investors who have made themselves billionaires through investing. Jim Simons and Ray Dalio, with net worth of $21.6 billion and $18.7 billion are the two investors with the closest wealth to Buffett
Frontier Communications rebranded in 2008, and since then they have been focused on a market that no one else wants. They have been focusing on rolling up the local phone companies throughout the United States
When someone refers to the titans of finance, people often think of names like Steven Schwartzman in private equity, Jamie Dimon in traditional banking, Ken Moelis in investment banking, or Steve Cohen for hedge funds. But this is really missing the forest from the trees
When Kevin Durant looked across the court on May 30th, 2016, it's likely the sense of defeat truly rolled over him. He hadn’t just lost Game 7 of the Western Conference Finals to the Warriors, he was looking at a juggernaut
Most clinicians would agree that a hip fracture is one of the most concerning injuries an elderly person can sustain. While many might think of it as just a broken bone, like any others, the mortality rate
A friend of mine recently sent me a link of stories about inefficiency in government. There was a story about a consulate sending a letter requesting someone pay a fee of $0.50, and using a $1 stamp to send the request
It has disrupted telecom equipment and phone supply chains. It has caused significant pain and uncertainty in the agriculture markets. It has changed how management teams think about long-term strategies around where they source clothes that are sold
If you work in a larger company, you’ve probably experienced a “phishing test” or heard a story about someone who has.
Not an actual phishing event, where someone attempts to gain access to your company’s infrastructure
Over the past 10 years, Pfizer has taken $21 billion in special items.
That’s more in special items over 10 years than Amazon has had in net income. It’s more than Baxter International, HCA, FedEx, and Starbucks have had in earnings either
Valeant rebranding as Bausch Health after their accounting and specialty pharmacy crisis. Andersen Consulting changed their name to Accenture to shake off Arthur Anderson’s Enron driven collapse. Philip Morris changed their name to Altria...