Tag: warren buffett

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

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