Overstock had an amazing quarter as Patrick Byrne's predictions of their turnaround have begun to come to fruition, here are my notes and comments on their conference call.

The final part of the series goes over how to conclude you investment analysis, see if there's a margin of safety and find a catalyst. I then decide whether or not to purchase shares of Best Buy.

Brookfield took over the company where my Dad works (Longview Fibr) and from what he's told me they're all about cash flow and finding things that are undervalued, here's a good article on their principles.

I interview Joe Koster, who is an analyst at a small micro-cap value fund, that returned 68% net to investors last year, using intense scuttlebutt and extreme portfolio concentration.

As we near the end of the series I go over 8 different ways to find value and how each should be applied. I then value Best Buy using the methods

In the month since my last portoflio update, my portfolio is up 8%, most of this coming from Overstock's > 40% gain and K-Swiss' 11% gain. This article looks at each stock and if I should buy more.

In the fourth part fo the series I go over how to evaluate a company's financials and then look at Best Buy.

In the sequel to the Right Price Checklist Management article I go over Best Buy's management and reveal their returns fueled by debt and unusually large amount of related party transactions

In the third part of the Right Price Checklist series, I throughly go over how to analyze management.

The article details how to analyze management's honesty and competence and how well they communicate with shareholders.

In the second part of the series I go over how to find if a company has a moat, what it is, and how long the moat will last. The process is then applied to Best Buy.

I detail my checklist for evaluating the business then apply it to Best Buy.

How I got screwed over by government regulations, and why restsraint on how minors can manage their money are unecesary.

Charlie Munger advocates learning multiple disciplines to add to a latticework of mental models. This post goes over how to apply some rules of economics to investing.

Overstock.com is a tech company that doesn't appear to have a moat, this article disputes that

Overstock is a classic Mohinsh Pabrai investment, the company is low risk - is has great relationships with partners and a big moat keeping its customers and is well on the way to achieving profitabili