Joe's Notes
Business history & investment case studies
Latest
A Munger PA Investment
Black Hills Corporation
An Early Buffett Partnership Investment
Commonwealth Trust Co. of New Jersey
50x in 5 Years
Cable Cowboys
100% IRR in Ice Cream
6.6x in two years
Alone on the Bid
Interview with The Mikro Kap
Stumbling Onto a Goldmine
Larry Goldstein's first thrift conversion
National Bank of Detroit
A little-known Buffett case
A Sleepy 5x
44% IRR in a boiler company
Making 13x on a Preferred Stock
Stranded securities, SEC rule technicalities, and taking on Goldman Sachs
Getting Rich on Rocks
36% CAGR for 19 years
160x in a Month
The best investment I've ever made