Don't be afraid to be a loner but be sure that you are correct in your judgement.
Be sure that debt does not exceed 100% of the equity.
Earnings can change dramatically. Usually assets change slowly.
By setting up Berkshire Hathaway, Warren has done everything very rationally.
I agree with Warren to keep it simple and not use higher mathematics in your analysis.
Look for companies that do not have a lot of debt.