Forum Topics Interesting reading
Strawman
2 years ago

This is an outstanding read; the July 2022 client letter from Farnam Street Investments.

If we're in for lower market prices, that could be a wonderful thing for quality businesses with effective capital management.

July-2022-Client-Letter.pdf

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wtsimis
2 years ago

Andrew love the perspective and tests our fortitude as long term investors.

Goes back to us as investors looking to outperform to analyse the business itself and not what the SP is doing .

This includes the leadership team behind the business as well as the strength in being great capital allocators and over time the compounding will be our friend.

Thanks a great article to be sharing

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Strawman
4 years ago

Another good post from John Huber over at Saber Capital. 

This one on why (some) digital businesses can be such incredible investments.

https://sabercapitalmgt.com/end-of-mean-reversion/

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