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    How to Build a Business Warren Buffett Would Buy: The R.C. Willey Story
    November 8, 2016
    Expand a Competitive Moat in Retail by Closing on Sundays?
    November 1, 2009
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    Recent Articles

    • What I’ve Been ReadingOctober 3, 2023
      This post is a list of books that I read in the third quarter of 2023, most notably Dominion by Tom Holland and The Path Between the Seas by David McCullough.
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      A few life lessons based on observations over a half century.
    • The Digest #166September 27, 2023
      The media landscape, Dollar General's meltdown, The written word, Damodaran on Instacart, The human condition, Herb Kelleher, Merger arbitrage, and more.
    • Warren Buffett on Inflation — Part 3September 26, 2023
      During periods of high inflation, capital-light businesses have important advantages. See's Candies during the Great Inflation of the 1970s and early 1980s is a perfect case study.
    • Warren Buffett on Inflation — Part 2September 23, 2023
      Inflation took the auto insurance industry by surprise in the 1970s, impacting Berkshire's auto insurance business as well as nearly bankrupting GEICO.
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      Enduring business models in competitive industries exist for good reasons. Dollar stores provide an important option for customers chronically short on cash.
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      This article presents lessons learned regarding investing in bonds based on Warren Buffett's commentary in his final partnership letters written in 1969 and 1970.
    • The Power of Investment JournalsSeptember 14, 2023
      Writing down the rationale for investment decisions is a prerequisite for success. This articles explores lessons I learned dating back to 2009.
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      During the depths of the Great Depression, Lyndon Johnson was determined to electrify the Texas Hill Country. Success was integral to his path to greater power.
    • Negative Lollapalooza EffectsSeptember 10, 2023
      Sharing ideas can have benefits but there are also psychological risks. This article applies lessons from Charlie Munger's psychology of human misjudgment to investing.
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      I spent Labor Day weekend reading about this beaten down retailer. This article provides some initial thoughts about the company as well as the overall retail landscape.
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