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--- public:sotm:reading_2023 [2023/12/11 00:51] – [2023-12-10] raju
+++ public:sotm:reading_2023 [2023/12/21 17:33] (current) – [2023-12-18] raju
@@ Line 1: / Line 1: @@
+==== 2023-12-21 ====
+Notes from https://www.barrons.com/amp/articles/fidelitys-joel-tillinghast-is-moving-on-his-investing-lessons-will-endure-1d7cce1d
+  * a call-center company like Concentrix or Teleperformance
+  * value stocks
+    * low price/earnings multiple
+    * a high free-cash-flow yield
+  * HealthSouth Rehab
+==== 2023-12-18 ====
+Notes from https://www.wsj.com/business/retail/uniqlo-self-checkout-rfid-holiday-shopping-fast-retailing-c4287e2f?mod=wsjhp_columnists_pos2
+  * Uniqlo
+    * Its parent company is Fast Retailing (ticker: FRCOY)
+    * known for its inexpensive, reliable clothing
+    * Heattech innerwear
+    * There are four types of RFID tags: hanging tags, waist tags, sticker tags for packaged goods and header tags for those socks.
+  * Fast Retailing (ticker: FRCOY)
+    * company’s mission is to “wow the customer”
+    * it controls the supply chain from the factory to the sales floor
+  * RFID tags
+    * 4 cents per tag
+  * Takahiro Tambara
+    * the architect of Uniqlo’s self-checkout
+    * chief information officer at Fast Retailing
+==== 2023-12-11 ====
+Notes from https://www.barrons.com/amp/articles/berkshire-class-b-stock-discount-7574d193
+  * Many companies have two classes of stock outstanding
+  * Buffett holds virtually all his roughly 15% economic stake in Berkshire through the A shares
+  * The Class B stock was issued in 1996 and now is more liquid and widely owned than the A stock due to its lower share price and inclusion in the S&P 500 index.
+  * 1 Class A share = 1,500 Class B shares in terms of economic stake.
+  * 1 Class A share voting power = 10,000 Class B shares voting power.
+Notes from https://www.barrons.com/amp/articles/hp-sell-berkshire-hathaway-d9c8cf6b
 ==== 2023-12-10 ====
 Notes from https://www.barrons.com/amp/articles/home-mortgages-cdfi-treasury-rules-13fd0663