Investing Insights

Profile in the Baton Rouge Business Report

The Booth-Laird Investment Partnership was profiled in the Top 100 issue of the Baton Rouge Business Report, which was published on July 18, 2017.  It touches on our approach to the investing process and gets the perspective of a couple of our investors.  See the article in the link below. » Continue Reading

Booth-Laird Q2 2016 Newsletter

Attached is our second quarter 2016 newsletter, in which we discuss our thoughts on Brexit. » Continue Reading

Booth-Laird Q1 2016 Newsletter

Attached is our first quarter 2016 newsletter, in which we discuss the importance of management in the analysis of a company.  Disney’s COO, Thomas Staggs, was expected to take over as CEO when Bob Iger retired in 2018, but Staggs unexpectedly stepped down last week.  We decided to use that event as the starting point … » Continue Reading

AAII Presentation

Jonathan Booth spoke to the American Association of Individual Investors – Baton Rouge Chapter on December 12, 2015.  The topic of his presentation was how to properly and efficiently analyze companies in the differentiated manufacturing and property & casualty industries.  He also provided valuation guidelines as well as some general thoughts on protecting your downside … » Continue Reading

Booth-Laird Q3 2015 Newsletter

Attached is our third quarter 2015 newsletter, in which we discuss the recent Volkswagen “Dieselgate” scandal. » Continue Reading

Booth-Laird Q1 2015 Newsletter

Attached is our first quarter 2015 newsletter, which covers two broad topics as follows: First, we provide a primer on “melting ice cube” investments, using Western Union (WU) and Outerwall (OUTR) as examples.   We then provide an update on Weight Watchers (WTW) and explain why we believe it is not a melting ice cube. Second, … » Continue Reading

Booth-Laird Q1 2014 Newsletter

Attached is our first quarterly newsletter, in which we discuss: Whether or not we think the U.S. stock market is in “bubble” territory Our thoughts on General Motors’ 2014 thus far, including a discussion on the recall fiasco » Continue Reading

Jonathan Booth Interviewed By Manual Of Ideas

Jonathan Booth, CEO of Booth-Laird Investment Partnership, was interviewed by John Mihaljevic, CFA, a Managing Editor of The Manual of Ideas.  The Manual of Ideas is described as “the definitive source of value investing ideas.”  In the interview, Jonathan discussed the upcoming Booth-Laird Equity Conference, our investment philosophy, our partnership’s history and some of our … » Continue Reading

Apple: What Most People Are Missing

Note: This blog post was originally written on December 30, 2012 when the stock was trading for $510, prior to a two day run up in the stock.  While the stock is not as inexpensive at the moment, the thesis still holds true.   We all know the legend of Steve Jobs and Apple’s history … » Continue Reading

“Me First” Management

I recently wrote another article for Accredited Members Magazine, a national magazine that caters to high net worth individuals.  The article shines a revealing light on “me first” management, which is management that thinks of themselves first and shareholders second, if at all.  This type of manager can quickly destroy shareholder value in his or … » Continue Reading