Why Procrastinating Can Help You Make Better Investing Decisions

Working on some ‘due diligence’   Investing can be a lonely job. On top of that, if you’re a classic semi-concentrated value investor with only 20 or so holdings, you probably aren’t buying and selling very often. You might only find a few good ideas each year if you’re lucky. So what are you doing the Read more about Why Procrastinating Can Help You Make Better Investing Decisions[…]

Knight Therapeutics: The Outsider CEO You’ve Never Heard Of

Warren Buffett, John Malone, Henry Singleton. All are very well known for growing their companies and compounding share prices multiple times over. More importantly, their success can largely be attributed to their capital allocation prowess, and being able to make the right investment decisions, at the right time, at the right price. William Thorndike wrote an excellent Read more about Knight Therapeutics: The Outsider CEO You’ve Never Heard Of[…]

Why Thinking Backwards Can Help You Become A Better Investor

“Invert, always invert” -Charlie Munger Have you ever noticed that some of the world’s most successful and brilliant people are dyslexic? Ben Franklin, Einstein, Charles Schwab, and Churchill were all believed to be dyslexic. People with dyslexia tend to struggle in school, especially when it comes to reading, mainly because they flip-flop words in their Read more about Why Thinking Backwards Can Help You Become A Better Investor[…]