12 Lessons Learned From Warren Buffett

From the Financial Times what Seth Klarman has learned from Warren Buffett. Value investing works. Buy bargains. Quality matters, in businesses and in people. Better-quality businesses are more likely to grow and compound cash flow; low-quality businesses often erode and even superior managers, who are difficult to identify, attract, and retain, may not be enough […]

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Beer Never Goes Out of Fashion

Beer has been with mankind since its accidental discovery some 6,000 years ago. The leading global seller of this 6,000 year old staple is Anheuser-Busch InBev (BUD). BUD’s U.S. listed ADR hit an all-time high last week based on several things. 1) The company announced a 26% increase to its dividend as management continues to […]

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A Bear Market is Still a Market

A portion of a reproduced Seth Klarman letter discussing bear markets and how to manage them. ‘A bear market is still a market’ — Seth Klarman letter on how to play one…reproduced by Value Investor Insight. pic.twitter.com/asCei2LfEB — Herb Greenberg (@herbgreenberg) March 1, 2015 Have a process and stick with it. Good times and bad. […]

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AMM Dividend Letter Issue 15: Systems Versus Goals & Year-End Review

This is from the AMM Dividend Letter released January 8, 2015. If you want to see the latest “Dividend Stock in Focus” as soon as it’s released then join our mailing list here. It’s that time of the year again. When we sit down and make our New Year’s Resolutions. A fancy way of saying […]

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