The Plan What can I say, if I didn’t make it obvious enough in my analysis on Argan, I think the company is an absolute no-brainer investment. The company has good future prospects, astute management, a wide margin of safety, high insider ownership, above average business returns, and is asininely cheap to boot. What’s not… Read more
Tag: warren buffett
My Process of Analysis
I’m sorry I believe an apology is in order. I’ve been busy writing my book lately, such that I’ve seldom had time to properly research companies in my spare time. And when I have found time, I’ve been unsuccessful at uncovering anything worthy of note. What would have me do? Write about garbage? I refuse!… Read more
Ownership Journal: Argan (NYSE:AGX)
The Plan What can I say, if I didn’t make it obvious enough in my analysis on Argan, I think the company is an absolute no-brainer investment. The company has good future prospects, astute management, a wide margin of safety, high insider ownership, above average business returns, and is asininely cheap to boot. What’s not… Read more
Patterson Companies (NASDAQ:PDCO): It’s Pretty Bad
A special thanks to Deric Cadora for sharing Patterson Companies with me. It’s remarkable the kindness and friendly generosity I’ve received since I began sharing my works with the world. Deric has been especially supportive, and I’m grateful for his encouragement and kindness. Company Background Since the dawn of trade, merchants have existed. They buy stuff,… Read more
MachHB Interim Report 06/29/2018
MachHB Interim Report 06/29/2018 The first half of the year has been a positive one, and I’m not talking about my returns (although they are indeed positive); I’m talking positive in terms of how I’ve evolved as an investor and person. The Story Something very important happened to me last November: I was fired from… Read more
Argan (NYSE:AGX): A Wonderful Company at a Bargain Price
Company Background At present market valuations, finding a good company in developed markets at a bargain price is about as likely as finding the Holy Grail, but I believe I’ve found one that fits the profile. Argan (NYSE:AGX) is a power services holding company headquartered in Rockville, Maryland, that operates four fully owned subsidiaries: Gemma… Read more