One of the more difficult parts of my job is to essentially say the same thing in novel ways in order to keep clients, listeners, readers, and myself interested, engaged and sane. But, practice makes perfect. In a recent interview on the Investing City podcast, I had the opportunity to describe the idea behind what we call the “Buffett List” and the practical ways in which keeping a list of great companies—that we eventually want to own—plays out in the portfolio.

I also had the chance to—once again—discuss and plug our largest position: Viasat (VSAT). Clearly, the Viasat bandwagon still has plenty of room on it and we sincerely welcome anyone who wants to join.

Please feel free to listen to the interview here.

– Ben Claremon, Principal & Portfolio Manager