Tips by Brian Bares

We do exactly one screen, which is to segment our potential opportunities by market cap. Starting with a rank-order valuation screen is more likely to...
Our research process brings us down to 50 or so companies about which we’ve affirmatively answered the question, “Would we want to own this...
It’s just very hard to trade in and out of positions successfully over the long term. It’s only possible when you can have unusually high...
We just don’t see the sense in putting money in our 30th-best idea. We do pay attention to end-market diversification, within our companies and...