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gold
February 17, 2021
Andrew Wilkinson on Tiny Capital, the Berkshire Hathaway of the Internet
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January 20, 2021
Haidilao: Chinese Restaurant Chain With Unique Culture, Long Runway
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January 16, 2021
Anglo Pacific: Commodity Company With Attractive Business Model
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January 16, 2021
CVS, UnitedHealth, Anthem: Strong Free Cash Flow, Attractively Valued
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January 15, 2021
ICE: Capital-Light, Countercyclical Grower With FCF Margin Expansion
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January 13, 2021
U.S. Homebuilders and Builders FirstSource: Strong Underlying Trends
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January 5, 2021
Best Ideas 2021 Preview: Commodity Company With Attractive Model
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December 28, 2020
The Manual of Ideas – Winter 2021 Edition
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November 24, 2020
Timing the Markets: Dow Theory for the 21st Century
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November 6, 2020
Polyus: Low-Cost Russian Gold Miner, with Growing Production
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November 5, 2020
Swatch: Leading Swiss Watch Maker, with Overcapitalized Balance Sheet
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October 15, 2020
Twenty Years After the Original Tech Bubble: Techno Party 2
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October 5, 2020
Highlighted Tweet by permanentcap
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August 28, 2020
Episode 6: Nick Sleep on Habits | Brokerage Sweeps | Misjudgment
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July 31, 2020
Episode 2: Corporate Governance | Housing and Business Cycle | Gold
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July 26, 2020
Lawrence A. Cunningham on His Book, Dear Shareholder
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July 8, 2020
The Dam Has Broken
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July 3, 2020
Take-Two Interactive: Premium IP, High ROIC, and Growing FCF
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June 28, 2020
Stanley Druckenmiller on the Investment Landscape Amid COVID
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May 3, 2020
Berkshire Hathaway Annual Meeting 2020
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