Tips by James Clarke

I’d consider our style more as GULP, growth at unreasonably low prices. Why pay a reasonable price for anything? If you’re ever in Pennsylvania...
We buy based on a multi-year horizon, but have found that it typically takes about 12 to 18 months – if we’re right – for the market to...
To some extent, balance sheet risk is a character issue for us. The CEO whose company has a great balance sheet probably isn’t going to make the...
We made a few more general mistakes when we started our own firm. One was that we told ourselves that we should be hedging against macro concerns when...