This is an index of my previous blog posts.  It can be difficult to scroll through the entire blog to find exactly what you are looking for so I have tried to categorize all of my previous posts here by topic.  I will keep this updated as I add new content.  Note that I have not included the weekly reading posts here so you'll still have to dig through the site if there are any linked articles in particular that you're looking for.

Investment Theses

• The Fervent Loyalty of a Costco (COST) Member

• The Toll Booth Businesses of Visa (V) and Mastercard (MA)

• Test Driving CDK Global (CDK) and Revisiting CDK Global (CDK)

• Unlocking Value with Spinoffs

• A Moat of Kisses and Peanut Butter Cups - Hershey (HSY)

• Getting My Fix of Starbucks (SBUX)

Value Investing Education

• Practicing the Scuttlebutt Method - the genesis of this blog and some pointers for feet on the street scuttlebutt research

• A Capacity to Suffer and Setting the Right Expectations - Assessing management ability to think long term

• Brand as a Durable? Competitive Advantage - Presentation and talk at the Google Value Investing Club

• Castle Protectors and Kingdom Builders - Empire Theory - A framework for analyzing company business models and moats

• Notes from the 2017 Berkshire Hathaway Annual Meeting: Appreciation for Tech, Luv for the Airlines

• A Good Metric is Hard to Find: ROIC - A deep dive into the holy grail metric of Return on Invested Capital

• I Love When Companies Miss Earnings - How to buy great companies at bargain prices

• Don't Fall in Love - Control for the love bias when investing

• Value Investing Videos - Videos from Whitney Tilson, Mohnish Pabrai, Guy Spier and Tobias Carlisle

• Scuttlebutt Mailbag - Will this Bull Market continue?

• The Travails of being a Businessman - Learnings from operating a business that can be applied to investing

• Mental Models on My Mind- An exploration of three of Charlie Munger's mental models

• Untapped Pricing Power and the Epipen - Competitive advantages that drove Mylan's pricing power for the Epipen 

OTHER RANDOM MUSINGS

• The Coffee-Can Portfolio - 5 stocks for the next 10 years through thick and thin

• Riffing on Google (GOOG) - Some thoughts on Q1 2015 earnings and the future of the business