Predicting future growth requires looking beyond the numbers. Joe Ponzio recommends using Phil Fisher's Point 1, which is to determine if a company has products or services with sufficient market potential to make possible a sizable increase in sales for at least several years.

In the eyes of many, the Oracle of Omaha -- whose Berkshire Hathaway holding company owns or has major stakes in many iconic brands, including Fruit of the Loom, Kraft Foods and Johnson & Johnson -- looks like a brand investor...

This is an interesting way of using DCF analysis to calculate a new measure of risk instead of relying on beta, which Warren Buffett has called "silly." According to this article, Apple has a risk level of 19%.

The Hardware sector consists of a number of industries selling commodity products, and one industry with some good moat potential. That's not to say there are not opportunities here, and this article helps to locate them.

Warren Buffett ranks number one on Directorship magazine's new list of the most admired board directors. Its Annual Survey of Exceptional Directors is compiled using "data from proxy firms, reader polls and governance experts."

I examine the idea that software companies in general share business advantages that give them a 'built-in' moat.

An examination of why prices got so out of line with value in large-cap tech.

Some great calls and some really lousy ones....

A look at investors unrealistic expectations and realistic earnings in a lot of stocks.

Three things I've taken away from Andrei Schleifer's book "Inefficient Markets" and how they relate to recent market events.

Look's like I'm not the only one that won't buy Apple, Vitaliy shares my sentiment on the popular tech stock. Vitaliy also discusses his investment framework presented in Active Value Investing.

A segment-by-segment breakdown and valuation of AAPL (including the iPhone) that shows the implied expectations of the current market price.

This article talks about some of the best performing stock by market cap. I found it interesting that two were Buffett picks (Posco, PetroChina) and two were Magic Formula Picks (COH, GRMN).

A long and detailed explanation of how I value AAPL.

You’d be hard pressed find someone that has negative feelings towards Apple. However, Apple’s stock is just too loved. It does not provide any real margin of safety. It’s fun to keep up with the lastest developments at Apple, but I’m leaving the following of this stock’s price to the traders.