ARCHIVES: Second Quarter 2018

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

A few weeks ago, I met up with some friends in Central Pennsylvania for a weekend of fly fishing. I’d […] READ ARTICLE

In recent months, there’s been heightened debate over the term “economic moat.” The peak came during the first week in […] READ ARTICLE

The Wall Street Journal published an article this week quoting me saying “The high end of the smartphone market where Apple […] READ ARTICLE

The phrase “corporate culture” can be eye-roll inducing. It sounds like something right out of an M.B.A. textbook or the […] READ ARTICLE