I've heard it said that intuition is really just a fancy name for pattern recognition.  After seeing hundreds or thousands of patterns a...

I don't generally think of myself as a turnaround investor, yet when I look at some of my investments they are clearly predicated on b...

I want to start off by saying that the goal of this post is to get a discussion going.  The topic is something I've been thinking about ...

Information is comforting in investing, having more information, even useless information acts as a security blanket to an investment thesis...

Getting to know a company is much like getting to know a person.  At first two people are acquaintances, knowing surface level facts about e...

I apologize for the delay in blogging, I had some urgent family matters to attend to, and investing hasn't crossed my mind for a number ...

The holy grail of a deep value investment is a company that's in the process of liquidating and selling on the market for less than the ...