Geoff Gannon Is Back and He Helps Us Practice Appraisal

As I already confessed in my 15 Value Investing Blogs Worth Your While post, my favorite blogger is Geoff Gannon and he is back with advice and daily practice cases. He insists that if you focus, for no less than…

Walmart Book Value, Market Cap, and Intrinsic Value between 1968-2012

Discounted Cash Flow Valuation of Walmart ($WMT) 1968-2012

Last time I painted the long, rock solid history of Walmart in graphs and promised to talk about valuation in a following post.  I doubt I can add anything of value for a company covered by over 30 sell-side analysts,…

Walmart Stores 1968-2012

Masters of Compounding: Walmart ($WMT) 1968-2012

In a couple of months, first Geoff Gannon then Whopper flashed the spotlight on Walmart.  One looked at it in the 1970s, the other – in the 80s.  Last year, I went back through the past 10 years.  Today, I…

Blind Valuation of a Curious Little Company

Some time ago, I came across an interesting, little company that, I thought, could make a good valuation exercise.  I won’t reveal more than what I have posted at GuruFocus for now, so that everyone can give it a go….

Deliberate Practice #2: Coca-Cola (KO) in 1988

Deliberate Practice #2: Coca-Cola (KO) in 1988

These are my thoughts on Whopper’s Deliberate Practice #2, where we look at Coca-Cola in 1988 – the time when Buffett made his big purchase of over $1 billion. What I found most striking was that all of what Buffett…

Blind Stock Valuation as Deliberate Practice in Investing

With this post at GuruFocus, I am joining the blind valuation movement, hoping to help make it a more common form of deliberate practice for investors. What Geoff Gannon started 1.5 years ago on his blog and what was last…