Oxstones Investment Club™By Dan Peleschuk, Global Post, If you’re Russian, this abandoned land in Russia’s Far East near China could be all yours. Lidia KellyReuters […]
Two Powerful Mental Models: Network Effects and Critical Mass
This post is all about network effects and critical mass. But it’s also about applying those concepts as important mental […]
Importance of ROIC: “Reinvestment” vs “Legacy” Moats
By John Huber, I’ve talked a lot about the importance of the concept of return on invested capital (ROIC), and […]
MOATS: PROTECTION FROM BARBARIANS AT THE GATES
Earlier this week WE DISCUSSED the quality first approach we use in our investment process at Ensemble Capital. In that […]
Position Sizing in Value Investing
Position sizing is something that can make the difference between whether you can be slaughtered by short-term fluctuations, or can […]
How To Be Wrong As An Investor
“I’m only rich because I know when I’m wrong. I basically have survived by recognizing my mistakes.” – George Soros […]
Here’s where immigrants are moving to in America
The US Census Bureau recently released new estimates of population change in all 3,142 US counties and county equivalents between […]
CHINA REAL ESTATE PLATFORM JUWAI COULD BE HEADED FOR 2016 IPO
China-based cross-border real estate investment platform Juwai.com could be headed for an initial public offering this year, as the online […]
The Most Important Investors Of All Time
By Michael Batnick, I analyzed the birth dates of the most important investors of all time. Ten observations were made.This […]
Welcome to Japan — Where homes are thrown away after one generation
Philip Brasor and his wife Masako Tsubuku spent years looking for a house to buy in Japan, and after a […]