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[…]
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[…]
