Post thumbnail alt text

Disruption

2015-08-07, Darren Dansereau

John F. Kennedy said, “Change is the law of life. Those who look only to the past or present are certain to miss the future.” The future is about disruption.  

MORE >

Post thumbnail alt text

Climbing Efficiency

2015-07-24, Clement Chiang

As long-term shareholders we look for durable ROE – efficiently run businesses that can sustain above average returns on capital over long periods of time.

MORE >

Post thumbnail alt text

European Ruminations

2015-07-10, Mathew Hermary

Reflections and observations from corporate presentations and investor conferences in Paris and Berlin.

MORE >

Post thumbnail alt text

What A RIOT!!!

2015-06-12, Mathew Hermary

What appears reasonable today because it is both commonly accepted and popular may turn out to be neither popular nor reasonable in the future.

MORE >

Post thumbnail alt text

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.

MORE >

Post thumbnail alt text

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.”

MORE >

1 35 36 37