TRENDS & TAIL RISKS™

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

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

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[…]

Price is what you pay; value is what you get

POSTED ON July 9th - POSTED IN Art of Valuation, Triangulation

By Lewis Johnson - As value investors we sometimes find ourselves in the most obscure parts of the market. We end up there by design, because we are constantly seeking to limit downside risk by investing in securities[…]

Lewis Johnson
Co-Chief Investment Officer

Author of Trends & Tail Risks

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