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Delphi Value Investments Blog

Delphi Value Investments Blog. Price is what you pay; value is what you get" Benjamin Graham. Monday, July 13, 2015. Powder River Basin: Part 2. Black Hills Corporation (WyoDak Mine, BKH). I am not a merger and acquisitions expert but Charlie Munger had an interesting quote at the Daily Journal Meeting in Los Angeles last year. Cloud Peak Energy (CLD). Rail Link (Genesee and Wyoming, GWR). He engineers stop their trains and hand off the driving responsibilities to the employees of Rail Link. The Rail...

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Delphi Value Investments Blog. Price is what you pay; value is what you get Benjamin Graham. Monday, July 13, 2015. Powder River Basin: Part 2. Black Hills Corporation (WyoDak Mine, BKH). I am not a merger and acquisitions expert but Charlie Munger had an interesting quote at the Daily Journal Meeting in Los Angeles last year. Cloud Peak Energy (CLD). Rail Link (Genesee and Wyoming, GWR). He engineers stop their trains and hand off the driving responsibilities to the employees of Rail Link. The Rail...
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Delphi Value Investments Blog | delphivalueinvestments.blogspot.com Reviews

https://delphivalueinvestments.blogspot.com

Delphi Value Investments Blog. Price is what you pay; value is what you get" Benjamin Graham. Monday, July 13, 2015. Powder River Basin: Part 2. Black Hills Corporation (WyoDak Mine, BKH). I am not a merger and acquisitions expert but Charlie Munger had an interesting quote at the Daily Journal Meeting in Los Angeles last year. Cloud Peak Energy (CLD). Rail Link (Genesee and Wyoming, GWR). He engineers stop their trains and hand off the driving responsibilities to the employees of Rail Link. The Rail...

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1

Delphi Value Investments Blog: The Berkshire Meeting: My Favorite Weekend of the Year

http://www.delphivalueinvestments.blogspot.com/2015/05/the-berkshire-meeting-my-favorite.html

Delphi Value Investments Blog. Price is what you pay; value is what you get" Benjamin Graham. Thursday, May 7, 2015. The Berkshire Meeting: My Favorite Weekend of the Year. I have found that most investors are kind of lone wolves. We sit in our homes and offices, read voraciously, and think about the world and the businesses we invest in. Myself with my new international investor friends Anders Heegaard (London) and Peter Sorensen (Copenhagen). Myself and my friend Jeremy Saltzberg who was attending the ...

2

Delphi Value Investments Blog: March 2015

http://www.delphivalueinvestments.blogspot.com/2015_03_01_archive.html

Delphi Value Investments Blog. Price is what you pay; value is what you get" Benjamin Graham. Tuesday, March 10, 2015. Amazon Actually Makes Money! A lot of it. How is it that a business can increase sales from $609 million in 1998, to $89 billion in 2014 without making any money? How can a business go from having 3 distribution centers in 1998 to 131 all around the world today without making any money? Well, it turns out Amazon actually does make money. A lot of it! You just need to count the cash.

3

Delphi Value Investments Blog: Powder River Basin: Part 2

http://www.delphivalueinvestments.blogspot.com/2015/07/powder-river-basin-part-2.html

Delphi Value Investments Blog. Price is what you pay; value is what you get" Benjamin Graham. Monday, July 13, 2015. Powder River Basin: Part 2. Black Hills Corporation (WyoDak Mine, BKH). I am not a merger and acquisitions expert but Charlie Munger had an interesting quote at the Daily Journal Meeting in Los Angeles last year. Cloud Peak Energy (CLD). Rail Link (Genesee and Wyoming, GWR). He engineers stop their trains and hand off the driving responsibilities to the employees of Rail Link. The Rail...

4

Delphi Value Investments Blog: May 2015

http://www.delphivalueinvestments.blogspot.com/2015_05_01_archive.html

Delphi Value Investments Blog. Price is what you pay; value is what you get" Benjamin Graham. Thursday, May 7, 2015. The Berkshire Meeting: My Favorite Weekend of the Year. I have found that most investors are kind of lone wolves. We sit in our homes and offices, read voraciously, and think about the world and the businesses we invest in. Myself with my new international investor friends Anders Heegaard (London) and Peter Sorensen (Copenhagen). Myself and my friend Jeremy Saltzberg who was attending the ...

5

Delphi Value Investments Blog: July 2015

http://www.delphivalueinvestments.blogspot.com/2015_07_01_archive.html

Delphi Value Investments Blog. Price is what you pay; value is what you get" Benjamin Graham. Monday, July 13, 2015. Powder River Basin: Part 2. Black Hills Corporation (WyoDak Mine, BKH). I am not a merger and acquisitions expert but Charlie Munger had an interesting quote at the Daily Journal Meeting in Los Angeles last year. Cloud Peak Energy (CLD). Rail Link (Genesee and Wyoming, GWR). He engineers stop their trains and hand off the driving responsibilities to the employees of Rail Link. The Rail...

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Home Page - DELPHI

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Delphi Value Investments is an Investment Advisory firm based in Minnesota. We manage our clients’ money in Separately Managed Accounts using a Value-Based approach. We think of our investments as fractional ownership in a business, not as owning a piece of paper. We invest our money the same as our investors. To paraphrase Warren Buffett. Nobody ever did well investing in their 73rd best idea. And SEC AD Overview. Interactive Brokers™ as Broker and Custodian. If at any time you are not satisfied you may...

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Delphi Value Investments Blog

Delphi Value Investments Blog. Price is what you pay; value is what you get" Benjamin Graham. Monday, July 13, 2015. Powder River Basin: Part 2. Black Hills Corporation (WyoDak Mine, BKH). I am not a merger and acquisitions expert but Charlie Munger had an interesting quote at the Daily Journal Meeting in Los Angeles last year. Cloud Peak Energy (CLD). Rail Link (Genesee and Wyoming, GWR). He engineers stop their trains and hand off the driving responsibilities to the employees of Rail Link. The Rail...

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