Often when analysts and market commentators talk about valuation of certain businesses, the method used is the price to earnings or P/E ratio. A price earnings ratio is calculated by dividing the current share price by the earnings per share (EPS), For example, a company trading at $1.00 per share... Show More
We recently spent some time travelling through the US meeting with companies and like-minded fund managers to expand our universe of ideas. We believe that during our investment process there is no substitute to meeting with companies face to face in order to further our due diligence beyond the financial... Show More
We attended the 51st annual Berkshire Hathaway AGM in Omaha, Nebraska. In customary fashion, Warren and Charlie answered questions from shareholders for 6 hours on topics ranging from renewable energy to taxes on sugar. Below we highlight three key takeaways from the meeting; Show More
Great article Pop!