The Dividend Signal
Mature technology companies are establishing regular quarterly dividends. Is this a positive or negative development for shareholders? ...
The Digest #178
Berkshire countersues Pilot's founders, Meta targeting teens, Title Insurance, Moats & capital allocation, CAVA's origin, VISA's history, Business lessons from Tom Murphy ...
The Digest #159
Montaigne on Lying, Berkshire's Q2 results, Equity risk premiums, Taking useful notes, Abandoning books, How Threads was built, BYD challenges Tesla, Katalin Karikó's inspiring life ...
The Digest #144
Self-Discipline, Exemplars, Damodaran on Meta, Chancellor on CBDCs, Four Layers of Happiness, Chobani's founder, Ancient Entrepreneurs ...
The Digest #143
Gell-Mann Amnesia, GEICO, Todd Combs, Onboarding Directors, Damodaran on Meta, Paul Graham's Essays, Home Depot, Nick Sleep ...
The Digest #142
Unpopular Large Companies, Meta Platforms, Activision, Peter Lynch, Taleb on Writing, Substack's Social Network, In-N-Out Burger ...
Ben Graham’s View of Unpopular Large Companies
Ben Graham’s investing style was not one dimensional. In addition to bargain issues and special situations, Graham suggested relatively unpopular large companies as a source of ideas ...