Warren Buffett probably borrowed much from Dr. Henry Singleton while building Berkshire Hathaway from a money losing textile producer to a multi-billion dollar conglomerate.
The article below is an excellent study in what a great capital allocator can accomplish. I find it ironic that courses in corporate finance at business schools neglect this study.
http://www.scribd.com/doc/65650082/Teledyne-and-Henry-Singleton-a-CS-of-a-Great-Capital-Allocator
After ruminating on the above article, think about what you might use in your investing.