Ibex Investor
Long only, deep value, value, special situations

Wesco Air: A Buffett-Like Small Cap Held By A Successful Yet Lesser Known Buffett Disciple


Before we get to the company in question, we have to do a bit of backtracking so I can explain how I stumbled onto this great investing opportunity. I've long been a big believer in following the great investors in order to learn from them, an approach Isaac Newton once referred to as "standing on the shoulders of giants." Warren and Charlie seem to agree with this approach:

"(I believe) in the discipline of mastering the best ideas that other people have figured out. I don't believe in just sitting down and trying to dream it all up yourself. Nobody's that smart."

- Charlie Munger (NYSE:BRK.A); Warren Buffett Portfolio by Robert Hagstrom

"I've mainly learned by...

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