Re-evaluating DaVita
Mental Models + Relationships
Brookfield & KKR -- "Good Businesses"
Ally Financial's Earnings
Bank Earnings & Goings-on (Part 2)
"Jesus, take the wheel!" (DaVita; NYSE: DVA)
Bank Earnings & Goings-on (Part 1)
The Capacity to Suffer
Our Ally Financial Investment (NYSE: ALLY)
Banking Business Basics (Industry Stuff)
Portfolio Intro
The Fool's Game
Welcome to Common Shares
