The following publications provide readers with an overview of a business that is worth following. Please note that these write-ups are not stock recommendations but instead serve as a starting point for analysts and others who are interested in a particular business.
|01/24/2023||Daily Journal Corporation||Bolstered by a large investment portfolio, Charlie Munger is determined to complete the transformation of a small newspaper publisher into a significant software company.|
|12/21/2022||Progressive||This profile examines the third largest private passenger auto insurer in the United States with a focus on its rivalry with Berkshire Hathaway’s GEICO subsidiary.|
|11/26/2022||Fastenal||A profile of a leading industrial distributor with a multi-decade record of strong performance.|
|10/25/2022||Costco||An examination of Costco’s impressive track record and an assessment of whether future growth prospects are likely to justify today’s lofty valuation.|
|09/26/2022||Union Pacific||Operating efficiency gains and aggressive repurchases have delivered attractive returns to shareholders over the past decade. Will these trends continue?|
|09/08/2022||George Risk Industries||A small manufacturer is massively overcapitalized but controlled by the founder’s family. Minority shareholders can go along for the ride but may never see a catalyst.|
|08/25/2022||BNSF||A review of Berkshire Hathaway’s twelve years of ownership.|
|08/16/2022||CarMax||CarMax shook up automotive retailing in the 1990s. Will the company face disruption by online competitors in the 2020s?|
|07/13/2022||Tractor Supply||Many affluent Americans are migrating from crowded metropolitan areas to exurbs and rural areas boosting the prospects of companies catering to their needs.|
|06/30/2022||Investors Title||A strong regional title insurer with a fifty-year history.|
|06/08/2022||America’s Car-Mart||Serving the subprime used car market.|
|05/20/2022||DaVita||An essential provider of dialysis services.|
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