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FocusInvestor.com Original Articles
yellow dot Focus Series Introduction This is the introduction to a series of articles which will explore the focus investing strategy.
yellow dot Focus Investor Series: Part I
In Adobe PDF Format
Updated: February 2003
Viewed over 12,500 times.		 This is the first article in the focused investing series. The objective of this series is to provide a broad overview of information vital to understanding the investment process from the standpoint of focused investing principles.
yellow dot Focus Investor Series: Part 2
In Adobe PDF Format
Updated: March 2003
Viewed over 7,100 times.		 The second installation of the focused investing series goes into much more detail on the investment selection process. Competitive advantage and the psychology of investing are two areas covered in depth.
yellow dot Focus Investor Series Part III: The Munger Network of Mental Models
In Adobe PDF Format
Updated: March 2003
Viewed over 11,950 times. 		The third installation of the focused investing series attempts to pass information along to the reader concerning the benefits gained by using multiple models in your decision making processes. Mr. Charlie Munger, in a 1994 speech at USC, listed a number of models which are covered in detail in the article.
yellow dot Rose Blumkin: Business Model of Success
In Adobe Format
Updated: November 26, 2000
Viewed over 2,950 times.		 This article details the extraordinary life of Mrs. Rose Blumkin of Nebraska Furniture Mart (NFM) fame and discusses how all of us could benefit from a close study of her life. The article also examines the NFM business model.
yellow dot Markel Corporation
In Adobe PDF Format
Updated:January 2003
Viewed over 3,750 times. 		This article examines Markel Corporation (NYSE: MKL). Markel is a specialty niche insurance company and the articles provides details on its business model and what separates the company from their competition.
  White Mountains Insurance Group
In Adobe PDF Format
Updated: August 2001
Viewed over 25,000 times.		 This article examines White Mountains Insurance Group (NYSE: WTM). White Mountains is an insurance company and the articles provides details on its business model and what separates the company from their competition. The legendary Jack Byrne (was CEO of GEICO) is Chairman of this company.
yellow dot Costco Wholesale Article This article examines Costco Wholesale Corporation (NASDAQ: COST) and what makes it such a unique and successful company.
yellow dot Moody's Corporation
In Adobe PDF Format
Viewed over 4,250 times. 		This article examines Moody's Corporation (NYSE: MCO) and why its business model is so compelling. This article was written a few months before the company was spun-off from Dun & Bradstreet.
yellow dot Short Q&A with Lawrence Cunningham
In Adobe PDF Format
Updated: March 17, 2001 		A short Q&A with book author, Mr. Lawrence Cunningham.
yellow dot Intro to Risk Arbitrage
In Adobe PDF Format
Updated: May 16, 2001
Viewed over 4,500 times. 		This article examines merger arbitrage activity, its benefits and the potential risks involved. The Merger arbitrage spreadsheet can be used to examine potential risk arbitrage situations using multiple scenarios to determine reward potential.
yellow dot  Mr. George Mecherle: State Farm
In Adobe PDF Format
Updated: May 19,2001
Viewed over 1,875 times.		 Mr. Mecherle was the founder of the State Farm Insurance Company. This article briefly covers his life and examines how his innovative business model had many competitive advantages over the typical insurance company business model of the time.
yellow dot Pico Holdings: An Asset Play?
In Adobe PDF Format
Updated: August 04, 2001 		This article examines a company with large property holdings in Nevada. The article was written to provide site visitors with an overview of a little known, non-traditional investment possibility.
yellow dot

The Price of Impatience
In Adobe PDF Format
Updated: August 2004

 This short article discusses one of the most essential traits a successful investor needs to possess, patience.
yellow dot

Arbitron Corporation
In Adobe PDF Format
Updated: February. 25, 2002


Viewed over 39,900 times.

This article examines Arbitron Corporation, its history, its business model, and possible valuation scenarios.

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FocusInvestor.com Excel Spreadsheets
yellow dot Discounted Cash Flow Model Ver. 2.0 (Excel Format)
Updated: September 22, 2002
(Right Click your mouse on the above link to save the file to your computer)
Viewed over 2,495 times.		 The Discounted Cash Flow Model was developed to be used by investors to help them determine the intrinsic value of a business being considered for possible investment.
yellow dot Equity Spreadsheet Model (Costco)
Updated: February 3, 2002
(Right Click your mouse on the above link to save the file to your computer)
Viewed over 2,800 times.		 This is a spreadsheet I developed that permits users to closely examine the numbers behind a company so they can better understand the company's business model. FocusInvestor.com's users can use this spreadsheet as a template to refer to when creating a their own company specific spreadsheet models.
yellow dot Risk Arbitrage Risk/Return Model
Updated: April 14, 2001
(Right Click your mouse on the above link to save the file to your computer)
Viewed over 3,100 times.

This model was designed by FocusInvestor.com to provide users with a tool with which they can model the possible returns on merger arbitrage situations. They can take into consideration the probabilities of the deal occurring and also test the possible returns under multiple time & price scenarios.

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