ARCHIVES: First Quarter 2017

Weekend Reading

31 March 2017 | by Paul Perrino, CFA

A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. The High-Speed […] READ ARTICLE

In our post on the threats and opportunities facing health care investors in the decade ahead, we described the way […] READ ARTICLE

One way to think about the market rally may be just to focus on inflation. Most objective political observers say […] READ ARTICLE

Weekend Reading

24 February 2017 | by Paul Perrino, CFA

A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. Apple Shares […] READ ARTICLE

The chart depicted below charts the prices of the following companies and index (in alphabetical order): Amazon, Apple, Facebook, Google, […] READ ARTICLE

Most of the posts here at Intrinsic Investing focus on the portfolio holdings of Ensemble Capital and our investment philosophy. […] READ ARTICLE

Weekend Reading

20 January 2017 | by Paul Perrino, CFA

A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares. Ray-Ban Maker […] READ ARTICLE

If you invest in any health care related company today, you have to prepare for less and less money being […] READ ARTICLE

Yesterday we hosted our quarterly conference call. On the call, we discussed the implications of the U.S. presidential election and […] READ ARTICLE