by Joe Miramonti | Mar 10, 2018 | Commentary
The Valuation Process – The Core of the Investment Process I’ve spent about forty years learning about investing. It’s been a labor of love. Today, it’s my practice. I manage…
by Joe Miramonti | Feb 10, 2018 | Research
Framework Members, This is the first completely new approach to courses that we’ve built in a little over a year and I am quite proud of how its coming together.…
by Joe Miramonti | Feb 9, 2018 | Research
Each month, we screen for attractive “bond replacement” investment candidates by looking up the reports of investments purchased by “Superinvestors” covered by the Dataroma site. Dataroma follows 64 managers that…
by Joe Miramonti | Feb 3, 2018 | Research
Our work on FOX continued this week with a finalization of our valuation and the start of teasing out the different revenue streams that will comprise the bulk of the…
by Joe Miramonti | Jan 26, 2018 | Research
The media world was put on notice earlier this month when Disney (DIS) — after apparently years of talking about it in dark, smoke-filled rooms — decided to acquire a…
