Hello and happy Friday. I mentioned I would do another Q&A to get to answer more questions. You'll find Q&A Part 2 below. But… I wanted...

Below is a short excerpt from my Q3 letter to investors of Woodlock House. I thought you might find it a useful reminder to help in...

In today’s blog, I’ll answer some questions that came in response to my tweet. I got a lot of questions, some by email. More than 9 pages...

My buddy Shree at SVN Capital sent me a link to a 60 Minutes interview with this bearded sage named Rick Rubin. If you don’t know much...

One of the great things about investing is how it mirrors so many other things in life. All the world’s wisdom from all the world’s...

Some interesting things that have blown across my desk of late… Sweden & Global Outperformers Dede Eyesan of Jenga Investment Partners...

Below are some ideas I’ve been noodling on, but that are too short for a blog post of their own. So, I’m stringing them together here....

How to think about the construction of a portfolio? I’m just talking about a portfolio of stocks, not a full asset allocation. There is...

I received a package this week – a three-ringed binder documenting a 100-bagger. Peter O’Keefe, of O’Keefe Stevens Advisory, compiled...

Observations on my recent trip, in no particular order. In Sweden, there are a number of what investors call “serial acquirers.” I own...

“As a money manager, I have frequently looked at an investment decision that I felt had a high probability of success on a three-year...

“Ouch.” That’s how Jeff Bezos started his 2000 letter to shareholders. Amazon’s stock was down 80% when he wrote his letter....

A few thoughts on a desultory Wednesday afternoon... Cash, Called Strikes and Never Missing a Flight I think there is a tension...

In today’s blog post: Investment wisdom from an old latin phrase, a favorite of a certain Roman Emperor and motto of the Medicis. Does it...

(Name that movie: This image is from what movie? I'll give you the answer at the end). I often get some questions along the lines of “do...

[Below is an edited excerpt from my Q1 letter]. With inflation on everyone’s mind, you may be interested to know how real estate can help...

I hope you are doing well and holding up through the market turmoil. Once again, the overall indexes mask the pain of the typical...

This morning, with another strong day for the fund in the offing, I was reflecting on the recent volatility and thought I’d share these...

I’m going to try something new here by writing a diary-like entry in real-time money management. (Please excuse any typos). Maybe this is...

"Insurance policies... are the most complex contract that you'll ever enter into without the help of a lawyer." - Hyatt Brown, Chairman...