Education
Are You Prepared?
In rising markets, it’s easy to nonchalantly talk about risk, patience, and the conviction necessary to hold through volatility. But you will eventually be tested.
Apr 18, 2017 · 7 min read min
Education
Turning Over the Most Rocks
Investigating many new ideas has a number of benefits
Apr 11, 2017 · 5 min read min
Education
Small Things that Make a Big Difference - Peace of Mind
If history has taught us anything it’s that the more you overcome, the more you can overcome.
Mar 29, 2017 · 4 min read min
Education
Investing is an Art, Not a Science
“Investing in stocks is an art, not a science, and people who’ve been trained to rigidly quantify everything have
Mar 14, 2017 · 8 min read min
Education
Trusting Management and the Limitations of Research
One of the things I have learned through my years of investing is that there are limits to the usefulness of research and there is a point of diminishing returns.
Mar 7, 2017 · 6 min read min
Education
What Matters Most
Active patience = diligently verifying your thesis and doing nothing until there is something to do.
Feb 17, 2017 · 4 min read min
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