Below is a random collection of articles, videos, links, podcasts or whatever I thought was interesting from the first couple weeks of September. I tried to give credit to whoever originally shared, but was unable to remember some. Articles Craft Beer is Going Flat [Harding Loevner] h/t @BluegrassCap As Amazon Pushes … Continue reading Good Reads, etc. (Sept 1st – 15th)
I recently finished reading “Quench Your Own Thirst” by Sam Adam’s and Boston Beer founder Jim Koch. Koch chronicles the startup of Sam Adams along with entertaining stories and tips on how to run a successful company. This piece isn’t a review as much as some random thoughts about the book and quotes/antidotes/stories I found … Continue reading Thoughts on “Quench Your Own Thirst”
*This is an interview I did recently with Gurufocus. It gives a pretty good idea of how I think about investing and my background How and why did you get started investing? What is your background? First off, let me say that I’m not quite sure I belong or deserve to be included with the other investors in … Continue reading 18 Questions with Kevin Holloway
Last week I saw on ESPN that the Cleveland Browns signed Paul DePodesta—of “Moneyball” fame—to be their Chief Strategy Officer. Whatever that means. As a Baltimore Ravens fan I'm a little worried and you’ll probably see why after reading this. If the Brown’s owner actually lets DePodesta implement his ideas (and that is a BIG if) … Continue reading Paul DePodesta and Investing
In my previous post I valued Berkshire Hathaway using Tom Gayner's valuation method, which he described in a Value Investor Insight interview from 2012. So I figured I might as well put Markel's numbers into the spreadsheet and see what we get. Before I get to that here's a quick summary on Gayner's valuation method for those … Continue reading Valuing Markel
I recently came across a post by Greg Speicher from 2011 that described Tom Gayner's method for valuing Berkshire Hathaway. The post referenced a 2011 Value Investor Insight interview in which Gayner discusses his valuation method for Berkshire. It's really a great interview with a ton of insight from Gayner. Anyway, Greg did a great job summing up … Continue reading Valuing Berkshire with Help From Tom Gayner
I updated the T&T portfolio as of Q3. Let me know if anything is missing or should be added. Todd & Ted Combined Portfolio (updated as of 9.30.15) Stock Shares Held Market Value % of Portfolio DVA 38,565,570 $2,789,448,000 14.97% T 59,320,756 $1,932,670,000 10.37% CHTR 10,281,603 $1,808,020,000 9.70% GM 50,000,000 $1,501,000,000 8.05% DE 17,052,110 $1,261,857,000 6.77% … Continue reading Todd and Ted Portfolio Update (9.30.15)
