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8 A.M.

2015-05-22, Clement Chiang

Groupthink occurs when the desire to conform prevents alternatives from being considered. It’s a risk every performance-minded team must actively avoid.

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Value & Values Investing

2015-05-08, Steven Kim

Warren Buffett said, “If our non-economic values were to be lost, much of Berkshire’s economic value would collapse as well.”

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Jenga

2015-04-17, Vanessa McNabb

The Shanghai Composite Index has more than doubled over the past ten months. Parallels can be drawn to the US dot.com bubble, but even more excessive.

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Standing Room Only

2015-03-20, Mathew Hermary

From a recent investor conference, it was clear that the business environment is the healthiest it’s been since the Financial Crisis.

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Knowing The Knowable

2015-02-20, Clement Chiang

As bottom up investors we prefer to focus on the characteristics that make a great business and the valuations that provide a margin of safety.

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If Something Cannot Go On Forever, It Will Stop

2015-01-16, Mathew Hermary

Further appreciation in the S&P 500 during 2015 will not only mark a precedent in historical price movements but a move further away from fair value. 

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