Cluster One
Last year I was playing around with Euclidean Distance, https://brucepackard.com/wood-from-the-trees/ taking a sample of companies from 5 years ago, and seeing if the best performing... Read More
Same, Same, but different
Even before Warren Buffett gave up on showing long term book value progression in his Annual Shareholders letter, others were noticing that price / book... Read More
Heroes and Xeros
I’ve been thinking about “story stocks”. In case you don’t know “story stock” is normally a term of abuse among value investors. It means companies... Read More