Education
Active Patience
Active Patience means knowing what you are looking for and doing nothing until you find it.
Jan 3, 2024 · 8 min read min
Education
Building an Unfair Advantage
“The most important part of our thesis is recruiting the right board.”
Dec 28, 2023 · 5 min read min
Education
How Are You Different?
Alpha is generated by being a little different in a disciplined and thoughtful way.
Dec 15, 2023 · 5 min read min
Education
When Should You Average Down?
Averaging down is a skill. Done well it can be your greatest asset. Done poorly it can mean disaster.
Dec 5, 2023 · 4 min read min
Education
How Much Are You Hurting Your Returns?
Nicolai Tangen is the CEO of Norges Bank Investment Management, Norway's $1.4 trillion sovereign wealth fund.
Nov 28, 2023 · 3 min read min
Education
Dilution
Dilution is the subtle erosion of ownership. This hidden, persistent addition of new supply of shares leaves shareholders with less and less of the company’s value. Dilution, like inflation, is a silent killer of returns.
Nov 15, 2023 · 5 min read min
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