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Collections of Value Investing articles, interviews and videos, especially on Warren Buffett and Charlie Munger and articles from various disciplines to build "Latticework of Mental Models"
Sunday, June 10, 2007
Mark Sellers: Wide-moat companies with hidden assets
My investment firm focuses its research on two types of companies: those with wide economic moats, and those with hidden assets that are worth nearly as much as the value of the entire company.