Polymath + Frugal = Compounder William Thorndike’s book is one of my favourite investing books of all time.
Love Letter One hallmark of great business leadership and investment thinking is clear writing. Continue Reading →
Opinion: On the Nature of Long-Term Holds In this week’s issue of Circle of Competence (#142) (highly recommended), one of the shared reads was a white-paper from the Yale School of Management, On the Nature of Long-Term Holds [of business investments]. Continue Reading →
Business+ Looking back at the companies I’ve been most interested to invest in, I’ve found a pattern where I subconsciously favour businesses that are holding companies or have multiple, independent lines of business. Continue Reading →
