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

Searching for Junonias: The Art of Rejection

By Lewis Johnson - Chief Conclusion: We agree with Warren Buffett and Charlie Munger that the best ideas are rare. Our discipline is to seek out the best ideas and hold them, ideally, forever. Our search for rare[…]

Homage to Catalonia

POSTED ON October 5th - POSTED IN Portfolio Construction for a Challenging World, Indicators

By Lewis Johnson - Chief Conclusion Catalonia, an autonomous community within Spain, has voted for independence. Spain’s government is cracking down. How will it end and what does it mean for global markets? Our[…]

Lewis Johnson
Chief Investment Officer

Author of Trends & Tail Risks

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