Waiting on Copernicus: Sometimes we need to keep a hypothesis alive
The Copernican Revolution was significant because of what it teaches us about hypotheses: sometimes we should be patient with them.
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Into the deep
As investors, we can learn much from the spirit of deep sea exploration. It is our job to move beyond well-lit and well understood areas, and dive deep into the unknown.
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The curious incident of the dog in the night
Our conversation is notable because it highlights an important reminder for investors: investment insights are not usually obvious right away. Often we arrive at them because we have followed a scent.
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Couple's retreat
While there’s no one-size-fits-all framework when it comes to developing relationships or work culture, here’s a sample retreat format that has worked for us.
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A focus on quality (or “HQCRBEMTPDV”)
We really think our focus on quality at a fair price puts the odds in our clients favour over the long term because we are both aware of the potential traps of value investing and the lure of a good growth story. We just wish the acronym wasn’t HQCRBEMTPDV.
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Make sure the heated steering wheel is worth it
Once the anchoring process begins it doesn’t take long to go all the way up to the “fully loaded” option, which could be detrimental to your portfolio.
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When to stand and when to shift
In investing, there are going to be times when you should be at odds with the market and times when you should not. Knowing when you should be different is an important question to ask and, from our perspective, should be informed by your goals and principles.
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Story time
While studying the stories of historical success is obviously an important part of learning, the approach also brings with it investing pitfalls to be aware of. One such pitfall is narrative bias.
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Let it land
In our efforts to express ourselves and to be heard we often hamper our ability to fully listen and discern. In order to see the big picture and respond to stimulus most effectively it’s important to first “let it land.”
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Why emerging markets?
Given the volatility and risks generally associated with emerging markets, some may ask “why there and why now?” There are a number of reasons...
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Beyond a reasonable doubt
Like many disciplines, investing requires measures of both science and art to navigate uncertainty and to move forward decisively.
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The worst lover in the world
In 2008, hedge fund manager Guy Spier sat in front of Warren Buffett at a charity lunch. According to Spier, Buffett asked him a question he would never forget...
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Waiting on Copernicus: Sometimes we need to keep a hypothesis alive
The Copernican Revolution was significant because of what it teaches us about hypotheses: sometimes we should be patient with them.
May 10, 2017
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Into the deep
As investors, we can learn much from the spirit of deep sea exploration. It is our job to move beyond well-lit and well understood areas, and dive deep into the unknown.
April 26, 2017
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The curious incident of the dog in the night
Our conversation is notable because it highlights an important reminder for investors: investment insights are not usually obvious right away. Often we arrive at them because we have followed a scent.
April 19, 2017
-
Couple's retreat
While there’s no one-size-fits-all framework when it comes to developing relationships or work culture, here’s a sample retreat format that has worked for us.
March 29, 2017
-
A focus on quality (or “HQCRBEMTPDV”)
We really think our focus on quality at a fair price puts the odds in our clients favour over the long term because we are both aware of the potential traps of value investing and the lure of a good growth story. We just wish the acronym wasn’t HQCRBEMTPDV.
March 22, 2017
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Make sure the heated steering wheel is worth it
Once the anchoring process begins it doesn’t take long to go all the way up to the “fully loaded” option, which could be detrimental to your portfolio.
March 15, 2017
-
When to stand and when to shift
In investing, there are going to be times when you should be at odds with the market and times when you should not. Knowing when you should be different is an important question to ask and, from our perspective, should be informed by your goals and principles.
March 1, 2017
-
Story time
While studying the stories of historical success is obviously an important part of learning, the approach also brings with it investing pitfalls to be aware of. One such pitfall is narrative bias.
February 22, 2017
-
Let it land
In our efforts to express ourselves and to be heard we often hamper our ability to fully listen and discern. In order to see the big picture and respond to stimulus most effectively it’s important to first “let it land.”
February 15, 2017
-
Why emerging markets?
Given the volatility and risks generally associated with emerging markets, some may ask “why there and why now?” There are a number of reasons...
January 31, 2017
-
Beyond a reasonable doubt
Like many disciplines, investing requires measures of both science and art to navigate uncertainty and to move forward decisively.
January 25, 2017
-
The worst lover in the world
In 2008, hedge fund manager Guy Spier sat in front of Warren Buffett at a charity lunch. According to Spier, Buffett asked him a question he would never forget...
January 18, 2017
