Musings on current conditions, potential implications and how different scenarios present opportunities for disciplined long-term investors.
Invest In Capable, Committed And Candid People
2023-07-28, Diana Chaw
Shared experience on the importance of assessing management competence, the impact on corporate performance and its role in the investment process.
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Family Affairs
2023-07-21, Amit Shah
Family-controlled businesses have outperformed the market. Is it worth evaluating how to overcome the risks and potential governance challenges?
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A Robust Process Can Create Opportunity Amidst Uncertainty
2023-07-14, Jared Holaday
A look at how we applied our 7 Tests approach to Darden Restaurants, and an update on the outcome of the decision to date.
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The Jigsaw Puzzle Of Investing
2023-06-16, Joe Jugovic
How margins of safety increase conviction even when we don’t have all the pieces of the puzzle.
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Deciphering Credit Quality
2023-06-09, Gennice Spanier
Given the rapid rise in interest rates, we break down credit quality into two core factors useful in evaluating fixed income opportunities.