IN THIS ISSUE
Two Ugly Ducklings? Perhaps Not!
By Vitaliy N. Katsenelson
Amcon Distributing Company (DIT)
By Marcelo P. Lima
Greenlight Capital Shareholder Letter
By Greenlight Capital
Book Excerpt: The Era of Uncertainty
By Francois Trahan
Street says Freescale has Promise (and Debt)
By Paul Quintaro
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THIS MONTH'S ISSUE![]()
Amcon Distributing Company (DIT)
By Marcelo P. Lima
Warren Buffett likes to say that when management with a reputation for brilliance tackles a mediocre business, it is usually the reputation of the business that remains intact. Yet Buffett has on several occasions invested in businesses that would be subpar if not for very intelligent management and superior capital allocation. In fact, the industry that built Berkshire Hathaway into the behemoth it is today – insurance – remains cyclical and unattractive in the hands of inferior management.
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