Education
The Art of Holding
Stocks rarely perform in the time frames we predict, and it's why the market only works for investors that have a long-term portfolio focus.
Jan 20, 2017 · 4 min read min
Education
MicroCapClub Year In Review 2016: Performance and Letter
I couldn't be prouder of what our community has accomplished in 2016 which is illustrated by the infographic
Jan 5, 2017 · 3 min read min
Education
How Can I Hurt You?
If a competitor had unlimited resources, how quickly could they duplicate the company’s competitive advantage?
Dec 27, 2016 · 8 min read min
Case Study
Boyd Group Income Fund (TSX:BYD.UN): Terry Smith and Brock Bulbuck’s Collision Course with Success
The Boyd Group trades under the name, Boyd Group Income Fund (TSX:BYD.UN), and is the best performing stock in Canada over the last 10 years.
Dec 14, 2016 · 12 min read min
Education
5 Things I Wish I Knew About Corporate Boards When I Was An Institutional Investor
The best part of undertaking more than 80 speaking engagements in the last few years around the world has been
Nov 29, 2016 · 3 min read min
Education
Don't Be A Chicken
Invest in companies whose products or services are so relied upon that if they didn’t exist it would cause their customers a lot of pain
Nov 22, 2016 · 4 min read min