EVERY EDITION OF THE TENET. ARCHIVED AND SEARCHABLE.
EVERY EDITION OF THE TENET. ARCHIVED AND SEARCHABLE.
Insights
Insights
Erie Indemnity (ERIE): Graham says avoid, Buffett says buy. Here's why both are right.
Erie Indemnity (ERIE): Graham says avoid, Buffett says buy. Here's why both are right.
Erie Indemnity has compounded owner earnings to $520 million while the market prices in zero growth.
Erie Indemnity has compounded owner earnings to $520 million while the market prices in zero growth.
The best investments make hard things look easy
The best investments make hard things look easy
Cheap for a reason? Read the footnotes before you judge
Cheap for a reason? Read the footnotes before you judge
The Tenet
The Tenet
Every Sunday evening, one investing principle applied to one real company. Graham's safety check. Buffett's quality lens. Damodaran's valuation. No hype. No "to the moon." Just disciplined analysis worth your time.
Every Sunday evening, one investing principle applied to one real company. Graham's safety check. Buffett's quality lens. Damodaran's valuation. No hype. No "to the moon." Just disciplined analysis worth your time.
• One investing tenet, applied to a real company in the news
• The bull case, the bear case, and every assumption spelled out
• A clear verdict to start your week: deep dive, watch, or pass
• One investing tenet, applied to a real company in the news
• The bull case, the bear case, and every assumption spelled out
• A clear verdict to start your week: deep dive, watch, or pass
TENETS
Graham. Buffett. Damodaran. One verdict.
TENETS
Graham. Buffett. Damodaran. One verdict.
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TENETS
Graham. Buffett. Damodaran. One verdict.