Profiles

In-depth coverage of high quality companies

A collection of PDF and Excel downloads for all write-ups
Bolstered by a large investment portfolio, Charlie Munger is determined to complete the transformation of a small newspaper publisher into a significant…
This profile examines the third largest private passenger auto insurer in the United States with a focus on its rivalry with Berkshire Hathaway's GEICO…
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This profile examines a leading industrial distributor with a multi-decade record of strong performance.
In this profile, we examine Costco's impressive track record and consider whether future growth prospects are likely to justify today's lofty valuation.
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Operating efficiency gains and aggressive repurchases have delivered attractive returns to shareholders over the past decade. Will these trends…
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A small manufacturer is massively overcapitalized but controlled by the founder's family. Minority shareholders can go along for the ride but may never…
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