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Finding Value in HMOs

The part I hate about writing is the first paragraph — the introduction. You have to say something pithy that grabs readers’ attention and sets the tone. Sometimes the intro comes naturally; most of the time it doesn’t. I wanted to write an article about health maintenance organizations, but after staring at the computer screen […]

You Don’t Have to Be Sick To Own HMOs

You want to buy straw hats in the winter. This sums up an important kernel of successful value investing: making decisions (buying and selling) that are unpopular at the time. (Of course, one has to make sure that, due to global climate change, winter is not swiftly followed by an ice age. In the case […]