Pricing power has always been an important concept in valuing companies and something we take very seriously. It is a good measure of a company’s brand value and a strong measure of its “value” to the consumers of its product or service. One of the reasons we have de-emphasized the ownership of commodity-based companies is …
Stop reading the news it’s bad for your investment health. Mainstream media (MSM) is often reactive, usually catching up to what’s happened already, often gets it dead wrong with their narratives and spooky headlines and it’s not serving investors well. There is a reason the media focuses on bad news. It sells advertising. MSM is …
Facebook is in the crosshairs of governments for all kinds of reasons, but maybe governments should accept that Facebook is their friend and start making money like Facebook does. Facebook continues to capitalize on its magical hold on our lives. Why? Because they enable us to focus on something that captures our attention when we …
Month End Update – May 2021 All the companies that you own have now reported earnings for the quarter ended March, 2021. These companies continue to navigate well the various challenges that have beset the world since the outbreak of the Coronavirus early last year. It is a testament to the strength and creativity of …