Reconsidering OnDeck & Data Network Effects
In my post on OnDeck (ONDK) I included the collection of user data as key...
View Article“Welcome to Adult Life”: American Express, Synchrony Financial & the Changing...
Two years ago, I investigated the moat around American Express’s (AXP) business. I assessed the...
View ArticleA Closer Look at Live Nation’s Acquisition Strategy
Back in March 2015, I wrote a blog post on Live Nation Entertainment (LYV). This...
View ArticleCollectors Universe: The Poor Man’s Moody’s
Collector’s Universe (CLCT) is the kind of company value investors profess to love. After all,...
View ArticleThe Sam Hinkie Resignation Letter
Sam Hinkie’s resignation letter from the Philadelphia 76ers has been generating a great deal of...
View ArticleMLPs: Be Cautious When The Boring Is Made Exciting
Companies and industries that are out of favor tend to attract our interest. While we...
View ArticleWinmark & The Evolving Retail Industry
“Retailing is a tough, tough business, partly because your competitors are always attempting and very...
View ArticleFollowing Up on Winmark
In last week’s on Winmark (WINA), we noted that the company’s free cash flow had been...
View ArticleHow Are We Doing?: A Second Look At Conn’s
This post is the first in an occasional series where we will review our previous...
View ArticleProduct Review: Sentieo
Note: We were granted a complimentary subscription to Sentieo to enable us to review their...
View ArticleHibbett Sports: A Bricks-and-Mortar Winner in Retail?
In 1996, the Wall Street Journal wrote its first article on online competition for travel...
View ArticleA Cautionary Tale: Trump Hotels & Casino Resorts (DJT)
From June 7, 1995 to September 27, 2004, Trump Hotels & Casino Resorts (DJT) was...
View ArticleHow Are We Doing?: A Second Look at Amerco (UHAL)
This post is the second in an occasional series where we will review our previous...
View ArticleCBRE: Using An Industry Deep Dive to Detect an Emerging Moat
“Future profitability of the industry will be determined by current competitive characteristics, not past ones....
View ArticleFollow Up on CBRE
On this blog, I try to be as transparent as possible. That is why I...
View ArticleInterview with Mr. Geoff Gannon of Focused Compouding
Below is an interview with Mr. Geoff Gannon. Mr. Gannon should be well-known to most...
View ArticleNew Contest From focused Compounding!
Focused Compounding is going to pay $350 to the author of the best idea posted to...
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