Tag Archives: Berkshire Hathaway

Investment Strategy & Structure Is the #1 Thing Founders and CEO’s Should Watch In Raising Capital

To be better, one must first be different.  Thus, good strategy focuses on understanding differences and creating differences.  This also applies to investment firms — differences in structure often drives the strategy.  Any entrepreneur or business owner considering raising capital needs to understand the structure… Continue reading

Family Business Role Models: Blumkin Family of Berkshire Hathaway

Heroes have been a topic several times in talks by Warren Buffet.  “Pick your heroes carefully,” he said one time, “as it will have a big impact on who you become.”  Another time he said, “Tell me who someone’s heroes are, and I will have… Continue reading

Golden Age of Productivity Tools for Business — a Good Investment

Productivity tools are expanding at an incredible pace all around us.  These tools are particularly relevant for smaller business owners to understand and a good investment of time and money.  This struck me while being told a story a few months ago by the proprietor of Borsheim’s… Continue reading

Quest for the Holy Grail of Employees Who Think Like Owners — Employee Ownership (a series)

When a company owner says an employee “thinks like an owner”, the phrase is conveying an extremely high sense of appreciation and gratitude.  Employees like that are the Holy Grail for owners.   Not that all thinking by owners is holy, far from it :),… Continue reading

Honey, I Shrunk the Definition of “Long-Term Investing”

Defining Long Term Investing Three years is “long-term investing” according to a discussion I attended last week.  The discussion was among a handful of family office investors who help manage money for Haim Saban (participated in sale of Fox Family to Walt Disney), Eric Schmidt… Continue reading

50th Post Since April — How am I doing?

Today’s post marks my 50th blog post since I began the blog on April 22, 2012.  To me, it feels good to be writing posts and I hope it is helpful to some business owners and investors out there.  To make sure it is helpful,… Continue reading

How much of a competitive advantage is employee longevity?

Labor Day Weekend Reading: On this Labor Day weekend, I read two articles that prompted me to think about employee longevity and how much of a competitive advantage it may be.  Interestingly, both were articles about Berkshire Hathaway companies, See’s Candies in Fortune and the Nebraska Furniture Mart… Continue reading

“Strategy Follows Structure” — John Bogle on Investment Funds

Investment Fund Structures “You are what you eat” is the common phrase about nutrition.  With investing, I think a corollary should be “you are where & how you get your capital”.  This is particularly true with any type of investment fund as John Bogle, the… Continue reading

Elusive Moats of Competitive Advantage — Definition by Morningstar

Moats of Competitive Advantage Investors look for “moats” or competitive advantages that create more certainty and more growth in revenue and margins.  In managing or investing in businesses, it is helpful to understand what moats other companies have been able to build and why.  This… Continue reading

Investment Strategy – Sell Fixed Income

Pension Funds Buying Fixed Income As investors and business owners, it is problematic to make decisions for the future with too much of an emphasis on the past. In reading a recent issue of Grant’s Interest Rate Observer, they mentioned an eye-popping statistic from the… Continue reading