Introduction In 1951, a twenty-one-year-old Warren Buffett wrote an article about GEICO titled “The Security I like Best”. He begins by admitting the broader market was “riding [the] wave of prosperity”, but that the auto-insurance industry had not shared in this ride and was home to many under-priced stocks. In the article, he outlines GEICO’sContinueContinue reading “Cartrack: A Deep(er) Dive.”
Tag Archives: data analytics
PBT Group: An undervalued spinoff with strong industry tailwinds.
The PBT Group, previously Prescient, was an amalgamated financial services and business technology service provider. In 2017 they spun out their financial services holding to focus exclusively on business technology and data analytics…
Vineyard Holdings 