Long term investing is all about risk assessment. Many companies, particularly public ones, are overlooking something important. Risks of a changing climate may be altering the risk profiles of companies
Berkshire Hathaway is taking a multibillion dollar write-down on Kraft Heinz, a recent major acquisition. This is surprising for fans of Berkshire’s legendary leader, Warren Buffett. Known as the Oracle
America remains the most productive, innovative, and wealthy country on Earth. We’re home to world leading industries, with global talent and capital. What’s our secret? One simple factor that distinguishes
Transparency into good deal structures is essential for making smart investments. The alleged crimes of Carlos Ghosn, who led the Renault-Nissan-Mitsubishi alliance, demonstrate the tremendous destructive value that happens when
In today’s world, we’re bombarded with information from every direction. With more books, articles, studies, and datasets that ever, we should be getting wiser. Unfortunately, things don’t really work that
Nobody likes thinking about bad scenarios. Illness, death, property destroyed by flooding — these are uncomfortable subjects. Many avoid planning for trouble because it seems remote. But my grandfather liked
In the world of net lease real estate, tenant quality can be the difference between mediocre and high-performing investments. Great tenants offer stable occupancy, high credit worthiness, and cash flow
Whether it’s legal issues, zoning surprises, lease negotiations, tax surprises or something else, real estate deals always come with unexpected challenges. The endless problems can cause endless headaches, but
It is time again for our monthly Q & A Q: Ben, I respect what you do and admire you as a principal. I had a bad partnership experience in the past. While I continue to move forward with my business, how do I make sure to choose better partners that will help bring success?
The subject of high performance is a frequent topic in my world. Why? Well, when you accomplish your goals in any given year this requires a tremendous amount of focus, persistence, and a great team of people surrounding you. Being a high performer is a decision that you make every day. You can decide to focus on the positives and be successful or you can decide to focus on the challenges and never meet your goals.