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Lessons from the final Buffett Partnership letters
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2
Robert Caro's history of the Texas Hill Country prior to electrification
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1
I spent Labor Day weekend reading about this beaten down retailer. This article provides some initial thoughts on the company.
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1
The ability to accurately estimate loss reserves is a core competency for any well-run insurance company. Progressive provides a useful case study in…
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Thoughts on second quarter results with a focus on GEICO, BNSF, HomeServices, Clayton Homes, Apple, and repurchases
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2
How Claude Shannon Invented the Information Age
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The surprising power of letting your winners ride while brushing off your losers
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5
The auto insurer continues to add customers but posted disappointing results in the second quarter due to catastrophe losses and inadequate pricing.
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This article is the third in a series of responses to questions from readers.
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3
This article is the second in a series of responses to questions from readers.
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1
This article is the first in a series of responses to questions from readers.
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2
Inflation is like kryptonite for bond investors. This article describes two fixed income investments that provide some inflation protection.
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