By Lewis Johnson - Chief Conclusion Successful investing begins with the purchase of assets with limited downside, exceptional upside, and multiple ways to win. The 50% crash in agricultural commodity prices helps[…]
By Lewis Johnson - Chief Conclusion High industry concentration, strong capital discipline, and the likelihood of unanticipated growth from rising global conflict should continue to drive the long-term outperformance[…]
By Lewis Johnson - Chief Takeaway Panic early: beat the rush! We are winning the investment battle because we have studied for years how to profit in volatile markets. Here’s how we are positioned and what we expect to[…]
By Lewis Johnson - Successful investing is driven by profitable disagreement with the market. Investors must have the conviction of sound reasoning behind their disagreements. Put another way, the biggest profits are[…]
By Lewis Johnson - One of my greatest joys is to rediscover the wonder of the markets when I rediscover them anew through the eyes of the younger analysts that I train. The best way to learn a subject is unquestionably[…]
