TRENDS & TAIL RISKS™

A bi-weekly publication dedicated to the principle that deeper and broader knowledge drives superior investment results

Hippocratic Investing: First Do No Harm

POSTED ON April 20th - POSTED IN Art of Valuation, Replacement Cost, Cycles

By Lewis Johnson - Chief Conclusion Our level of caution varies depending on where we are in the cycle in terms of time and valuation. The discipline of replacement cost analysis helps us in this endeavor. 

Clients Are an Investment Firm's Most Important Assets

By Lewis Johnson - Chief Conclusion Clients are an investment firm’s most important assets.  Our goal is to treat clients like the critical partners they are in the investment process.  Working together with them, is[…]

Lewis Johnson
Co-Chief Investment Officer

Author of Trends & Tail Risks

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