Category Archives: Deliberate Practice

Book Review: Moonwalking with Einstein

Moonwalking with Einstein inspired Whopper at the Whopper Investments blog to develop a process of deliberate practice after he read the book.  This in turn, inspired me to develop a more deliberate practice regime for myself.  The passage that inspired Whopper … Continue reading

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McKesson Corporation: Good Company, Fair Investment

Valuation In my previous analysis, I determined McKesson Corporation (NYSE:MCK) to be a solid and well run company with some competitive advantage.  That is not enough to make an investment.  As a value investor, I have to see a discount … Continue reading

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McKesson Corporation: There is Money in being a Drug Dealer, I mean Drug Distributor

For the first time in their history, The Value Guys used momentum as part of their screen for their Good Fundamentals/Good Momentum Edition.  They started with the fundamental factors of sales growth greater than the industry, operating margin greater than the … Continue reading

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The Value Guys

Some people like to listen to the Car Talk guys on Saturday mornings.  I sometimes catch their show on NPR while I make my trek down to the local coffee shop for my morning espresso.  I’m not inherently a car guy … Continue reading

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Deliberate Practice: Wal-Mart 1990 Follow-Up

Wal-Mart in 1988 Rayneman at Unreasonable Returns made a good point that it looks like it was more likely that Warren Buffett was purchasing Wal-Mart (NYSE: WMT) in late 1987 based on the U.S. News article that Whopper referenced in … Continue reading

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Deliberate Practice: Wal-Mart 1990

This week’s deliberate practice challenge from Whopper Investments was Wal-Mart (NYSE:WMT) in 1990.  As Whopper explains, legendary investor Warren Buffett began buying shares of WMT sometime around 1990 with the intention of purchasing 100 million shares of the company.  Buffett disclosed years … Continue reading

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Deliberate Practice: McDonald’s 2005 Follow-Up

While I did peak at Bill Ackman’s Burger King presentation while doing the McDonald’s (NYSE:MCD) deliberate practice, I did not peak forward to the section on McDonald’s in Ackman’s profile in the recently published book The Alpha Masters by Maneet … Continue reading

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Deliberate Practice: McDonald’s 2005

This week’s deliberate practice challenge from Whopper Investments was McDonald’s (NYSE:MCD) in 2005.  Well known value investor Bill Ackman of Pershing Square took a large and successful position in MCD in 2005.  The challenge was to analyze and value MCD … Continue reading

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Deliberate Practice

I recently read a Whopper Investments blog post on deliberate practice.  Whopper issued a deliberate practice challenge to analyze various companies that have been investments of well known value investors in the past.  The first challenge was Warren Buffett’s purchase … Continue reading

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