The 3 Legs of Good Investing
I won’t beat around the bush – the three legs of good investing are growth, quality, and valuation. Growth without any value capture/real...
The 3 Legs of Good Investing
Our Investment Process
Discontinuous Disruption
Optimal Research
Investing Morality
Needing New Tools
What Really Matters
High-Growth Investing
Musings on Valuation
Portfolio Construction
On Conviction and Turnover
On Selling
Negative Space and Innovation