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Geoff Gannon  

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  • You Can Afford To Hold Cash
    Fri, Jun. 26 22 Comments
  • How To Judge A Business' Durability
    Sun, Jun. 21 USLM, STRT, HRB 3 Comments
  • Stocks Are Too Expensive
    Tue, Jun. 16 SPY, DIA, QQQ 13 Comments
  • Swatch's Moat
    Wed, May 20 SWGAY 3 Comments
  • When Should You Diversify?
    Wed, May 20 BWC, ARKR, WTW 6 Comments
  • Stock Picks Review And Lessons Learned
    Sun, Apr. 26 GGGSF, PETM, CRMT 1 Comment
  • A Tale Of Two Fitness Club Chains: Life Time Fitness And Town Sports
    Mon, Mar. 23 LTM, CLUB 1 Comment
  • Why CBZ Is #7 On Our Research Pipeline
    Dec. 28, 2014 CBZ Comment!
  • Screening For Shareholder Composition: 30 Strange Stocks
    Jun. 8, 2012 ABL, ARDNA, BDMS 2 Comments
  • What To Look For In Japanese Net-Nets
    Jan. 4, 2012 Comment!
  • What Berkshire's New Manager, Ted Weschler, Holds In His Hedge Fund
    Sep. 13, 2011 DTV, GRA, DVA Comment!
  • CCA Industries, Sardar Biglari and Coattail Investing
    Jun. 2, 2011 CAW 5 Comments
  • Investing in Japan: Questions and Answers on Closed-End Funds, Stocks and the Yen
    Mar. 17, 2011 JEQ, JOF 2 Comments
  • Barnes & Noble: Hobbled by the Human Element?
    Mar. 17, 2011 BKS 13 Comments
  • Is It Time to Buy Japan?
    Mar. 17, 2011 JPP 2 Comments
  • Buffett Buying Brasil Foods? Or Is Something Lost in Translation?
    Feb. 18, 2011 BRK.B, BRFS, BRK.A 11 Comments
  • Evaluating Risks of Illiquidity
    Dec. 31, 2010 3 Comments
  • Calculating Free Cash Flow: 5 Illustrated Examples From Actual 10-Ks
    Dec. 26, 2010 SPY, CCL, BDMS 18 Comments
  • Why I Would Never Short Netflix
    Dec. 20, 2010 NFLX 15 Comments
  • Barnes & Noble: Glass Lewis, Egan-Jones Endorse Riggio and Poison Pill
    Sep. 20, 2010 BKS Comment!
  • Ark Restaurants: A Decent Shareholder Letter (for a Change)
    Sep. 20, 2010 ARKR Comment!
  • Print Is Dead: So Why Am I Buying Barnes & Noble Stock?
    Aug. 10, 2010 BKS, GME, GAP 6 Comments
  • Breaking Down the Geithner Plan
    Feb. 11, 2009 2 Comments
  • Obama's Economic Fix
    Editors' Pick  • Feb. 10, 2009 RGS, UUP 11 Comments
  • Geoff's Feb. 4 Podcast: Selling Value
    Feb. 4, 2009 Comment!
  • On Buffett and Derivatives: A Review of Janet Tavakoli's 'Dear Mr. Buffett'
    Feb. 2, 2009 3 Comments
  • Geoff Gannon's Jan. 30 Podcast: Mohnish Pabrai
    Jan. 30, 2009 Comment!
  • Buffett's S&P 500 Puts: Big Blunder?
    Editors' Pick  • Jan. 28, 2009 BRK.A, BRK.B 30 Comments
  • On Buffett-Back Riding
    Editors' Pick  • Jan. 27, 2009 GE, GS, BRK.A 19 Comments
  • On Keynes, The Stimulus and Old Ideas
    Editors' Pick  • Jan. 26, 2009 13 Comments
  • Microsoft Is Cheap
    Jan. 23, 2009 MSFT 7 Comments
  • Video Games and Toys: Not Recession Proof but Not a Bad Place To Be
    Dec. 10, 2008 MAT, HAS, JAKK Comment!