Educational articles written by full-time investors — business breakdowns, interviews, and presentations.
Educational articles written by full-time investors — business breakdowns, interviews, and presentations.
As human beings we all experience emotions. However, acting in the way that those emotions dictate can be one of the worst things an investor can do as it usually hurts returns and sometimes it hurts them significantly.
We’ve all seen or heard the Ted Williams hitting grid analogy used to describe successful investing. Warren Buffett and
Morgan Housel wrote an excellent article entitled Ironies of Luck which contains a great quote that states: “Luck is the flip side of risk.”
If your strategy or thought process hasn’t changed in 10 years you aren’t learning. You need to constantly evolve to stay in the game.
![[Presentation] What Does An Intelligent Fanatic Look Like?](https://microcapclub.com/content/images/wordpress/2019/01/IF-Presentation-Featured-Image.png)
If your goal is to find great companies early, you need to find great leaders early.
Paul Lountzis provides some incredible insights into his qualitative framework for investing while also giving informative and entertaining examples of his greatest investing errors and lessons learned.