Investor Insights
Learn more about how we invest and some of the principles we follow at Front Street Capital Management. Read on for information to help you lead a smarter financial life.
Interesting Links
A compilation of videos and articles we revisit again and again. These highlight many of our principles at work as well as some of our favorite companies and investors. Check them out!
Diving Deep to Discover the Value of Lean Companies with Cliff Ransom | The Lean Institute
Lean done right can dramatically boost the value of any enterprise over the long term, argues Cliff Ransom. For decades, Cliff has been analyzing the value of companies by researching and above all visiting them to suss out the integrity of their lean practice. His detailed reports (by his firm Ransom Research) on the performance of companies such as Danaher, GE, Fortive, and many others are closely followed by a passionate slice of the investment world.
Smart Money Podcast
Russ Piazza on Adam Sarhan's Smart Money Circle podcast.
A New Angle Podcast: Russ Piazza Invests in Culture
Russ Piazza, portfolio manager of the Tarkio Fund at Front Street Capital Management appears on Justin Angle and the University of Montana College of Business' "A New Angle" podcast.
Warren Buffett: “What You Can Learn from My Real Estate Investments” – Fortune Magazine, 2014
An article in Fortune magazine, written by Warren Buffett, about what his real estate investments can teach investors about passive investing.
Warren Buffett at Frotune’s 400 Most Powerful Women (2014)
Warren Buffett speaking on investing at the Fortune 400 Most Powerful Women conference.
John Mackey on Conscious Capitalism at UC Davis (2013)
John Mackey, founder and CEO of Whole Foods, speaking on practising conscious capitalism at UC Davis in 2013
John Mackey on Conscious Capitalism
John Mackey, Founder and CEO of Whole Foods grocers, talking about his conscious capitalism philosophy.
Charlie Munger at Cal Tech (2008)
Charlie Munger, Chairman of the Daily Journal and Vice Chairman of Berkshire Hathaway, speaking on leadership and business at Cal Tech in 2008.
Jim Senegal Lecture at Notre Dame
Jim Senegal, founder of Costco Corporation, telling the growth story of Costco at the Notre Dame Mendoza College of Business