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Thomasville Bancshares (THVB)
Top tier Georgia Bank with superior operating model
Aug 23
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MJS
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June 2024
Henry Singleton & Teledyne
The Ultimate Capital Allocator
Jun 24
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Henry Singleton & Teledyne
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March 2024
1950s Buffett Investment - Union Street Railway
Union Street Railway was an early 1950's “cigar butt” investment of Buffett's
Mar 11
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1950s Buffett Investment - Union Street Railway
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February 2024
FFD Financial (FFDF) - 4Q23 Update
Small, high-quality bank available at very attractive valuation
Feb 27
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FFD Financial (FFDF) - 4Q23 Update
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Business Owner Returns & Valuation
A short article on valuation math
Feb 4
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Business Owner Returns & Valuation
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January 2024
In-Depth Industry Overview - U.S. Franchised New Car Dealerships
Low-margin but (surprisingly) asset-light industry combined with good historical capital allocation
Jan 21
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In-Depth Industry Overview - U.S. Franchised New Car Dealerships
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Warren Buffett in 1980
Excerpts from the The Money Masters
Jan 7
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Warren Buffett in 1980
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June 2023
Todd Combs in Updated Security Analysis Book
Combs provides a unique look into his investment research process
Jun 21, 2023
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Todd Combs in Updated Security Analysis Book
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May 2023
Trinity Bank N.A. (TYBT)
Top tier one-branch bank in Texas with extremely high quality management team
May 10, 2023
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Trinity Bank N.A. (TYBT)
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April 2023
The Nifty Fifty & Business Quality
A quick article on the importance of business quality
Apr 21, 2023
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The Nifty Fifty & Business Quality
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TransDigm (TDG) - Another Outsider
Notes from the 50x podcast on TDG and founder Nick Howley
Apr 11, 2023
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TransDigm (TDG) - Another Outsider
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March 2023
Industry Overview - U.S. Grocery Business
High-level overview of U.S. grocery industry
Mar 29, 2023
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Industry Overview - U.S. Grocery Business
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