Sitemap - 2019 - Concentrated Compounding
Wells Fargo: Poorly Managed, Still Too Cheap
Magellan Midstream: This Compounder Is On Sale
Midstream Energy: Scary Looking Backwards, Too Cheap Looking Forwards
Some Initial Thoughts on Brookfield's Oaktree Purchase
Berkshire Hathaway 2018 Valuation
Liberty LILAK: Recovering Nicely After Hurricanes
Markel: A Follow Up on Ventures and Intrinsic Value Growth