Education
But We Are Long-Term Investors
It's often how you react (or don't) to the same situations that shows you how much you’ve grown.
Mar 28, 2024 · 4 min read min
Education
An Article to Re-read - "Charlie Silk's 150-Bagger"
"Call Charlie a lucky man for stumbling onto Cook Data Service, but luck didn't make him a millionaire."
Mar 25, 2024 · 3 min read min
Education
Turnarounds
You make the most money by having a 1–3-year variant view on a business and buying the stock before the business turns up, inflects, or accelerates.
Mar 14, 2024 · 5 min read min
Education
The Ultimate Edge in Investing
Work every day to make your name, your word, your handshake, your counsel, worth more than the day before. Reputation means influence.
Mar 7, 2024 · 4 min read min
Education
You Have Time
Being “first’ to something isn’t as important as being right.
Feb 28, 2024 · 3 min read min
Education
Used Cars and Microcaps
Some of the best investing opportunities I’ve found are when a microcap company has a problem or series of problems that seem insurmountable but there’s a sensible plan in place to solve them.
Feb 6, 2024 · 7 min read min
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