A monthly publication dedicated to the principle that deeper and broader knowledge drives superior investment results

An Investment Lesson from Homer's Odyssey

POSTED ON March 23rd - POSTED IN Art of Valuation, Replacement Cost, Bottom Up Analysis

By Lewis Johnson - Chief Conclusion Investors must protect themselves from the Siren song of deceptively important “news.” While news can change daily, the value of a company’s assets and business change only slowly.[…]

Understand Your Investment Decisions

By Lewis Johnson - Chief Conclusion Investors underweighting the highest quality and longest duration bonds are ignoring the tail risks of deflationary shocks from China and Europe. Such positioning may disappoint[…]

Lewis Johnson
Chief Investment Officer

Author of Trends & Tail Risks

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