By Lewis Johnson - History is full of helpful lessons for investors. If only we would heed them! Of course there is so much in the broad sweep of history – upon what should we focus our attention? I have long been an[…]
POSTED ON
April 22nd
- POSTED IN
Credit,
Indicators
By Lewis Johnson - I have always been a very curious person. I can’t help but research and study some of the most paradoxical issues in the market. My goal is always a deeper understanding of how the financial world[…]
POSTED ON
April 15th
- POSTED IN
Art of Valuation,
Replacement Cost,
Bottom Up Analysis,
Thinking About the Future
By Lewis Johnson - Baseball is back! With the return of April and the rainy season here in south Florida, baseball has returned. As thoughts turn to baseball, I am reminded of the epic 1991 season for the Atlanta[…]
POSTED ON
April 1st
- POSTED IN
Credit,
Thinking About the Future
By Lewis Johnson - I have learned a number of important lessons in my investing career. One of the most important lessons was to pay close attention to events in the market that did not seem to make sense. Oftentimes[…]