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
Education
Small Things that Make a Big Difference
“It’s often the small things that no one sees that result in the big things that everyone wants” – Craig Groeschel
Jan 27, 2017 · 5 min read min
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
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
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
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