July 05, 2019
The Portfolio Management Marathon
Type “investing is a marathon, not a sprint” into Google’s search bar, and you’ll get about 743,000 results.
December 18, 2018
The Short Story on Our Shorts
We strive to own a portfolio of leading companies that will grow in value the more we let them alone—even as we, of course, watch our businesses …
December 18, 2018
The Long and Short of our Stocks
Every investment manager will tell you that they buy exceptional companies that have competitive advantages. Even we say it. But without additional …