Commentaries 15 Oct 2015 Re-thinking Home Country Bias “The thing I find most interesting about investing is how paradoxical it is: how often the things that seem most…
Commentaries 15 Aug 2015 Taking the Long View “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost…
Commentaries 15 Jul 2015 Investor vs. Speculator “The speculator’s primary interest lies in anticipating and profiting from market fluctuations. The investor’s primary interest lies in acquiring and…
Commentaries 15 May 2015 Porter’s Five Forces “In business, I look for economic castles protected by unbreachable moats.” -- Warren Buffett Webster’s dictionary defines a moat as…
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…
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…
