ARCHIVES: First Quarter 2018

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

In August of last year we published a piece titled The Death of (Many) Brands in which we argued that […] READ ARTICLE

Over the last few decades, there’s been much debate about what makes for useful management guidance on conference calls and investor presentations. Here’s Warren Buffett, for example, in his 2000 letter to Berkshire Hathaway shareholders, providing some reasons why guidance is dangerous: READ ARTICLE

One of the best things about raising kids is watching them learn. Our three-year-old, for instance, recently entered the “Why?” […] READ ARTICLE

“Rule #1: Never lose money. Rule #2: Never forget rule #1.” -Warren Buffett Warren Buffett’s “Rule #1 and #2” hold […] READ ARTICLE