Investment Perspectives

Defending the Castle

Defending the Castle
"In business, I look for economic castles protected by unbreachable 'moats'." -Warren Buffett   Warren Buffett has long preached investing in businesses one understood, not only in terms of what the business does but also in terms of the predictability of the long term economics of the industry. Accordingly, in assessing the width of the "moat" he speaks to enduring… read more →

Micro Size It

Micro Size It
Driving into to work this morning, I was listening to CNBC's Squawk Box which, on this particular morning, featured a well-respected financial advisor providing his long term insights on the economy and equity markets. To summarize, he projects tepid GDP growth for the next several years and by extension, believes this will correlate with modest equity market performance. Whether his… read more →

MCM Looking To Break Ground In Building Products Industry

MCM Looking To Break Ground In Building Products Industry
As stated in our mission, our goal at MCM Capital Partners is to achieve superior risk adjusted returns by investing in companies with competitive advantages operating in markets likely to experience long term growth generating above average operating returns.  I believe our success is largely predicated upon our ability to opportunistically identify potential acquisition candidates operating in industries possessing attractive… read more →
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