By Lewis Johnson - The game of poker shares many similarities with investing. They are both odds driven endeavors where it pays to be logical. The margin of victory is often slim! If you play the game of poker long[…]
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[…]
POSTED ON
March 11th
- POSTED IN
Risk
By Lewis Johnson - What do we know? And how can we be sure that we really know what we think we know? What is the possibility that unseen and therefore unrecognized errors cloud our decisions – especially in the[…]
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[…]