Commentaries 15 Apr 2015 Evaluating Outcomes “[…] more thoughtful decision-making will lead to better overall results, and more thoughtful decision-making can be encouraged by evaluating decisions…
Commentaries 15 Feb 2015 Thinking Short Term We couldn’t help smiling at the recent Dilbert cartoon, especially given this past month’s 7.2% return. Scott Adams’ sardonic humour…
Commentaries 15 Jan 2015 The Fat Pitch “Confronted with the challenge to distil the secret of sound investment into three words, we venture the motto, Margin of…
Annual Letters 15 Dec 2014 Good to Great “Bear in mind, Sancho, that one man is no more than another, unless he does more than another.” --Don Quixote…
Commentaries 15 Nov 2014 Oil’s Not Well “Successful investing is anticipating the anticipations of others...” -- John Maynard Keynes Unless you’ve spent the last number of weeks…
Commentaries 15 Oct 2014 Volatility and Risk Are Different “The four most dangerous words in investing are: 'this time it's different.'” -- Sir John Templeton In his book “The…
Commentaries 15 Aug 2014 Waiting for Godot? “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost…
Commentaries 15 Jul 2014 The Road Less Travelled “The world of finance hails the invention of the wheel over and over again, often in a slightly more unstable…
Commentaries 15 Jun 2014 Introduction to Laurus “I believe that to have a great company you have to make two things great – the culture and the…
