August 7, 2009 by Joe Ponzio

It’s been quite a while since I’ve written an article, and for that…I’m sorry! The past few weeks have had me extremely busy – reading, researching, and ripping apart companies. We’ve made a few investments this quarter, but I haven’t had time to write about any of them here. Sadly,…

» Read this article

August 27, 2007 by Joe Ponzio

The two most important factors that go into buying companies are moat and margin of safety. You could, and likely will, be wrong on your future owner earning projections. You may be overly optimistic or overly cautious and end up buying too soon or passing on a great opportunity. Your…

» Read this article