Posts
[Week 26 - 1990] Discussing A Berkshire Hathaway Shareholder Letter (Almost) Every Week
**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 of the newspaper business rapidly degrading as new technologies and …
Thoughts on TEL?
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 think it will pay off Recently got sold off partly …
TJ Max Resilient
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 enough” checkouts open. Sign of the times and strength of …
Last week I tested insider buying. You asked about Congress, so I analyzed 17,859 disclosures
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 January 2020 and August 2025, entering only after each disclosure …
Nextil (NXT.MC / Nueva Expresión Textil): A Micro-Cap Turnaround Transitioning to High-Margin Nearshoring & Industrial Eco-Tech.
**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 pivot: closing uncompetitive domestic units and shifting mass-market industrial capacity …
I created a tool that ranks SP500 Companies by their financial fundamentals and backtested it over 10 years
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 companies go through a screening process to get included and …
Genuine Parts Co. - Is this the "Boring Quality Value" play right now, or an EV trap?
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 **14.5x–15.5x forward earnings** with a **\~3.4% dividend yield**. They’ve **increased …
Thoughts on HONA
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 $15B of these liabilities was HON debt off-loaded to HONA …
User & kid friendly
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.
NOW: Double digit growth with strong MOAT at a discount.
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) : Net Gain Margin: \~11% Operating Cash Flow: $5.44B (FY2025) …