Rooted in Thought Newsletter

At Banyan Capital Management we constantly strive to learn more about the companies and mutual funds we own, economics, history, business management, and investing in general. About every four to six weeks we send to our clients and friends, via our newsletter Rooted in Thought, several hand-picked links to online articles or videos that we feel are interesting, educational or provocative.

Volume 6 – Number 2

BERKSHIRE HATHAWAY ANNUAL MEETING QUOTES The annual confab in Omaha is only as good as the questions asked. On that score, this year was the most disappointing in twenty years. At the same time, there were several interesting and provocative quotes offered. TOM GAYNER: “THE EVOLUTION OF A VALUE INVESTOR” Tom Gayner is President and […]

Volume 5 – Number 4

Howard Marks On Risk Assessment Howard Marks has long been one of the more thoughtful voices in the investment community.  In this brief video the subject of the discussion is risk.  He has also authored a more extensive essay on the sub­ject that is the best I have seen.  If you are interested in seeing […]

Volume 5 – Number 3

Berkshire Hathaway Shareholder Meeting 2014 Many feel, myself among them, that Warren Buffett and Charlie Munger are a national treasure.  No mat­ter how smart you think they are, they’re smarter.  I’m quite pleased that four clients elected to join me this spring at the Berkshire meeting.  All four of them have said they want to […]

Volume 4 – Number 1

How to Improve Your Child’s Financial Literacy We’d like to inform you of a great educational opportunity for any young person. Warren Buffett, the Chairman and CEO of Berkshire Hathaway and one of the world’s wealthiest individuals, has leant his voice-acting talents and his sage wisdom to an online animated series called the Secret Millionaires […]

Volume 3 – Number 6

Oil is Not in Short Supply “Oil is not in short supply” is the conclusion of a recent report authored by Leonardo Maugeri of the Harvard Kennedy School. What’s even more surprising is that Maugeri thinks “oil supply capacity is growing worldwide at such an unprecedented level that it might outpace consumption”, which could lead […]

  • Individuals who cannot master their emotions are ill-suited to profit from the investment process.

    — Benjamin Graham