Returns for Great vs. Bad Businesses
Buffett

Munger and The Cattle Rancher

Munger’s ability to find great businesses is directly related to his ability to consistently discard bad businesses. He is excellent at inverting, and discarding the bad businesses as quickly as possible.

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Mrs. B and Blackberry

The story of Rose Blumkin (“Mrs. B.”) is almost legend at this point in the study of value investing and Buffett.  Her story is quite

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Questioning the Board?

In my Corporations class at law school, we learned that Boards of companies act in a way that benefits the company, otherwise an efficient market

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