Education
Finding Great Leaders Early
I’ve found over the years that potential intelligent fanatics can be put into four categories.
Jun 26, 2024 · 6 min read min
Education
We Are All Fighting The Same Battles
A good rule of thumb is to be quieter than you want to be. Don't give people a reason to root against you. It's an asset when people can't tell whether you are winning or losing.
Jun 12, 2024 · 3 min read min
Business Breakdowns
Currency Exchange International (CXI.TO / CURN)
CXI is one of only three major suppliers of foreign banknotes in the United States (such as € or £) and of US dollar banknotes internationally.
Jun 5, 2024 · 2 min read min
Education
The Superinvestors of MicroCap
Microcap gets little attention despite being the small island of investing that produces superinvestors.
May 29, 2024 · 8 min read min
Education
Survival
Survival is the ultimate performance measure of a business.
May 22, 2024 · 7 min read min
Education
Investing in “Special” Situations
Here are a few hard learned lessons as you start your special situations journey
May 15, 2024 · 9 min read min