Trips to Berkshire Hathaway’s annual meeting in Omaha are an opporunity to meet other investors and to think about my own investment process. The 2023 meeting played the role well. Below are a few thoughts from this year’s trip.
Read More“The great man is he who in the midst of the crowd keeps with perfect sweetness the independence of solitude.” – Ralph Waldo Emerson
In our most recent article, we discussed competitive moats as a critical element of our investment process. An equally complex and arguably more nuanced area of business analysis involves assessment of management and corporate culture. We will devote several future updates to this topic but today we will explore the manner in which executives of public companies communicate with investors and whether their communication style can tell us anything about business performance…
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