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Home Bookstore Reading List Contact About Search Site March 9, 2016 INFU - InfuSystem Holdings Post a Comment $INFU FY 2015 Results Review Infusystems ($INFU) released Fourth Quarter 2015 and Full Year 2015 earnings today which were very good. The company has executed very well over the past 3 years and momentum is really building in terms of revenue growth and earnings growth. I wanted to cover some of my thoughts about the 2015 10-K, conference call, and news release. I’ve been invested in $INFU for a
I thought that I would look back at some of my past investments, before I started my blog and before I began to journal the investment thesis for purchases I make, and document some of my reasons for the purchase, and the outcome. Of course I’m working on an outcome bias here, but I think it’s worth writing out some history lessons that I should keep in mind as I look for future businesses to invest in the future. The first look back will be one of the best investment returns I have made by investing in M
I’ve decided in the past, that a company’s brand was a strong enough moat to keep competitors at bay, and allow the company to keep earning profits This has been a grave error, and warrants further study. I’ve since learned that a brand, by itself, is not a strong competitive advantage resulting in a defensible economic moat. For a strong moat a stronger situation needs to be in place such as some kind of customer preference, distribution or network effect that is the source of a strong competitive advan