Author: Brad Thomas, Wide Moat Research

It’s extremely cheap for a tech company, and its M&A activity is mirroring Broadcom’s… before it shot up 500%.

In short, it’s trading at an 18% discount from its fair value.

Last week, Charlie Munger passed away. And though many people may remember him as Warren Buffett’s “sidekick,” Munger was a legendary investor in his own right. Today, I’d like to share some of my favorite “Mungerisms” and how they influence our approach to investing.

It’s a recession-resistant business trading at a 29% discount from its historical average.

It could be the trigger that sets off a chain reaction that blows up more banks.