Category Archives: Qualitative Aspects

Constellation Software

Posted on June 2, 2020 | 1 comment
Excellent Shareholder Letters
presidents-letter-april-2018-finalDownload
2017-presidents-letter-1Download
pl_2015Download
pl_2015-1Download
presidents_letter_2014Download
presidentletter_2013Download
presidents-letter-2012Download

The above letters can teach you how a business owner should communicate

with his or her fellow owners. A lesson in understanding a business.

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Posted in Management, Qualitative Aspects, Risk Management, Search Strategies, Valuation Techniques

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Selling Out to Warren Buffett: Clayton Homes

Posted on June 22, 2018 | Leave a comment

Buffett’s Qualitative Aspects of a Business

Up close and personal interview with Kevin Clayton, CEO of Clayton Homes, the largest factory built homebuilder in the United States and a wholly owned subsidiary of Warren Buffett’s Berkshire Hathaway. For nearly one hour, author Robert Miles interviews Kevin Clayton and covers all aspects of the business from getting started, to taking over from his father, and to selling to Warren Buffett.

This video may help the viewer understand the qualitative aspects that Warren Buffett may consider when making an investment. This interview may also showcase one of the eventual successors to Warren Buffett.

Better yet, view Ken Langone’s interview below: All his investment successes came from investing in good people

there-they-go-again-again

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Posted in Management, Qualitative Aspects