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Warren? Can you sit on my Board?

Warren Buffet's Chairman's letter in the annual report of Berkshire Hathaway is always a good read and offers a glimpse into the mind of America's investment éminence grise. It has been extracted from the 100pp page BH 2008 Annual Report.

Continue ReadingWarren? Can you sit on my Board?
Read more about the article Valuation Concepts: A Diagram

Valuation Concepts: A Diagram

In my recent article in the North Bay Business Journal, I referred to a downloadable copy of a full-color diagram of key Valuation Concepts. You can find it here. You might note the interesting observation in this article about the sale of the Duckhorn Wine Company to a private equity…

Continue ReadingValuation Concepts: A Diagram

Valuation is an Art not a Science.

There have been several recent articles in Conde Nast's new Portfolio magazine in a column entitled "How to Value It" that may provide some valuable insights about the art of valuation. For openers, look at  the  article entitled "Buy Chanel (All of It)", which looks at the value of the…

Continue ReadingValuation is an Art not a Science.
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