ETFs & Funds
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Mere mensch, investor and all around nice guy. Chairman & CEO of Graham Theodor & Co. Ltd.
Alternative Investments, Dividend stock ideas & income, Stocks - long, Stocks - short
Graham Theodor & Co. Ltd.
Graham Theodor & Co. is a private investment holding company.
The firm's primary activity is its investing operations which are focused on acquiring significant minority and majority stakes in intrinsically undervalued businesses which are within the area of competence of the firm's partners.
Personal Website & Journal
Moats: The Competitive Advantages of Buffett & Munger Businesses
MOATS describes the nature of 70 selected businesses purchased by Buffett and Munger for Berkshire Hathaway Inc.
Personally contributed to three chapters in the book on General Re, Marmon Holdings Inc. and Nebraska Furniture Mart.
"It is easier to make money with your behind than with your head." (hold securities long-term rather than trade them) - Moritz Warburg
2 days ago
There does seem to be some ...
Is There A Merger Arbitrage Opportunity In Cleco?
I agree with Jim Grant's as...
Jim Grant Explains An Equation For How To Value...
I looked at BAC myself back...
BofA Revisited Following Buffett's $5B Cash Inf...
Business Analysis: Working Paper
Bonds.com Company Analysis
Investment Fundamentals: Then & Now
The Next Short
Stock Price Formation From A Value Standpoint