**Full Letter:** http://theoraclesclassroom.com/wp-content/uploads/2019/09/1990-Berkshire-AR.pdf **Letter Only** https://www.berkshirehathaway.com/letters/1990.html This week we will go over their investment into buying $400M of junk bonds as well as Buffett’s thoughts in retrospect on the Junk Bond craze of the 80s. His surprise at the economics …
Sorry has to be a quick post. APH's poorer cousin. Forward p/e 15.5. Decreasing but respectable fcf due to CAPEX. Organic growth 12%. 17% ROIC Headwinds: capex including acquring astrodyne but management has shown to make good decisons and I …
Happen to be standing in triple-wrapped-around checkout line for 20 mins one August 2026 Monday 1:39pm in Brentwood TN store. Insufficient number of cashiers, perhaps, but as long as people are waiting and not leaving I guess management has “just …
Last week I shared my study of 47,458 corporate-insider purchases. One of the main questions in the comments was whether members of Congress perform better, so I ran the numbers. I analyzed 17,859 congressional purchase and sale events disclosed between …
**1. Executive Summary & Company Background** Nueva Expresión Textil S.A. (NXT.MC) was historically perceived as a distressed legacy Spanish garment manufacturer burdened by high European labor costs and structural inefficiency. However, under CEO César Revenga, the group executed a radical …
Hi All, I built a tool that ranks all S&P 500 companies using a scoring formula I developed. I backtested it over the past 10 years (to include corrections, Covid, etc) and limited it to the S&P 500 because these …
I was looking at **Genuine Parts Company ($GPC)** lately—best known for owning **NAPA Auto Parts** in the US and the **Motion** industrial distribution network. GPC is sitting near cyclical lows. It's down roughly 20% from its 52-week highs, trading around …
HONA spun-off HON on June 29th as their stand-alone aerospace sibling. Total assets of about $18.86B against total liabilities of $24.37B, leaving negative common equity of roughly -$5.62B. Long-term debt sits at $15.85B, with long-term debt-to-capital above 1.5. Note that …
I want to set up a Roth but Fidelity doesn’t seem user friendly to me. What other Brokerage accounts do you like & recommend for investing and daily use? Also for youth account?Thank you.
Double digit growth, strong moat, high quality business and market leader at IT Service Management. This is clearly a very strong company at a price well below intrinsic value. Here are the numbers (Should be part of all ValueInvesting analysis) …