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POSTED ON March 18th - POSTED IN Art of Valuation, Triangulation, Bottom Up Analysis

By Lewis Johnson - I love movies.  My favorite movies combine great actors, a riveting story line, stunning imagery and a moving musical score to create a memorable experience.  Ultimately there must be one individual[…]

Contango Fandango

POSTED ON March 4th - POSTED IN Prices Allocate Resources, Bottom Up Analysis

By Lewis Johnson - This week I read Ghost Boy, the autobiography of a young man, Martin Pistorius, who contracted a rare disease that left him unable to move or communicate for nine years.  Trapped in his own mind he[…]

Lewis Johnson
Co-Chief Investment Officer

Author of Trends & Tail Risks

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