SUMMITThe financial world preaches diversification because it’s safe and comfortable, but often times to learn and excel you need to be uncomfortable. The point I’m making isn’t that concentrating is …
Ten Valuable Insights on Structuring Your Fund by Robert Vinall
Even though I don’t manage other peoples money, I’m certain the hardest part isn’t finding the right investments, it’s finding the right investors. From time to time I get asked questions from aspiring or …
Differentiating Business Performance from Stock Performance
“If I’d had the slightest idea of what lay ahead of me when I joined up with Chrysler, I wouldn’t have gone over there for all the money in the …
Don’t Compare Yourself To Others
“To be a disciplined investor you have to be willing to stand by and watch other people make money on things that you passed on” – Howard Marks This Howard …
Expectations
How many of your successful investments have occurred on the timeline that you originally predicted? How many times do you ever remember saying, “Well that happened a lot quicker than …
Think Different and Better
Buffett does it his way while Schloss did it another way. Ichan does it his way while Lynch does it another way. Tepper does it his way while Andreessen does …
Are You Prepared?
In rising markets, it’s easy to nonchalantly talk about risk, patience, and the conviction necessary to hold through volatility. But you will eventually be tested. There will come a period …
Turning Over the Most Rocks
I’m a big fan of Peter Lynch. One of my favorite Peter Lynch quotes is: “The person that turns over the most rocks wins the game.” – Peter Lynch When I …
Small Things that Make a Big Difference – Peace of Mind
In the moment, it’s hard to understand why we go through hardship. Only years later after you’ve persevered, do you look back and realize the obstacle or struggle you faced …
Investing is an Art, Not a Science
“Investing in stocks is an art, not a science, and people who’ve been trained to rigidly quantify everything have a big disadvantage.” – Peter Lynch What I like about the …