Second Quarter of 2025
“Far more money has been lost by investors preparing for corrections or trying to anticipate...
Second Quarter of 2025
The Upside of Down Markets
The Upside of Down Markets
Second Quarter of 2024
Market Reflections If the story of 2023 was the “Magnificent 7” then there is a strong argument to...
Passive Perils: The Magnificent Seven
“The less prudence with which others conduct their affairs, the greater the prudence with which we...
The Importance of Long-term Thinking
“The single greatest edge an investor can have is a long-term orientation.” - Seth Klarman “Only by...