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

Tech Valuations Party Like It's 1999

POSTED ON February 20th - POSTED IN Thinking About the Future, technology

By Lewis Johnson - CHIEF CONCLUSION It should come as no surprise to our long-term readers that, when equity valuations become extended in our view, our research team grows more cautious. Our team finds itself at such[…]

3 Keys to Sell Discipline

POSTED ON February 6th - POSTED IN masters of investing

By Lewis Johnson - CHIEF CONCLUSION Buying an investment may be only half the battle. What about when to sell? We think the ability to sell well is one of the rarest and most valuable skills in investing. Our research[…]

Lewis Johnson
Chief Investment Officer

Author of Trends & Tail Risks

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