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April 9, 2018 | 2018 has been characterized by high volatility so far, and while most investors do not like the uncertainty, value investors perceive volatility as an indicator of opportunity.

March 1, 2018 | Volatility is rising and the S&P500 has been a bumpy ride so far in 2018. One of the things Ben Graham talks about in The Intelligent Investor is gaging potential market returns by taking the inverse of the P/E ratio for the index.

February 7, 2018 | Would you like to attend the Berkshire Hathaway Shareholder’s Meeting with Preston and me? Attending the meeting is easier than you think (Hint: You don’t need to own a $300,000 – “A” Share).

January 15, 2018 | Attached are intrinsic value assessments of stocks that Preston and I have found noteworthy. One of the picks, Gilead Sciences, is from our friend Tobias Carlisle.

December 21, 2017 | Attached are intrinsic value assessments of stocks that Preston and I have found noteworthy. With the S&P500 priced above 2,680, finding strong value picks is challenging.

July 17, 2017 | I hope you’re having a wonderful summer. Attached are two summaries from the books Stig and I just finished reading. The first book was written by billionaire Howard Schultz, the founder of Starbucks.