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More Tortoise, Less Hare
It gets harder from here. Time for more tortoise and less hare.
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When Opportunity Knocks
"A Very Good Business"
HEICO: Flying under the radar
Inflation: Raising the Stakes
Nike: Pulling Ahead of the Pack
What Can Cricket Teach us About Long-Term Investing?
A tool to avoid market minefields
Beware the Beauty Contest
Amazon, Volatility, and the Virtue of Patience
Nike: A Marathon, Not A Sprint
Tech Correction or Bubble?
The False Contradiction of Value v. Growth
A Simple Investing Framework
Volatility: A Market Feature, Not a Bug
The Cost of Market Timing
Nike: In the Starting Blocks
A Conversation with James Aitken
More Tortoise, Less Hare
"Higher Interest Rates Won't Fix This"
Quarterly Update - September 2021
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