Tips by John Rogers

We think it’s hard to play where it appears the class-action lawyers have a permanent goal to destroy the industry, such as in tobacco or handguns....
We’ve invested for a long time in the mutual-fund industry, for example, and clearly see it as within our circle of competence. Our experience with...
The metrics we use to determine value are pretty much what you’d expect. We do private-market-value analysis using discounted future cash flows and...
One mistake we’ve made more than we’d like is sticking with great niche companies that get bored and start to make acquisitions around the...
When I started in the business I was motivated by being a real competitor. I love to win, and the idea of being in an industry where you keep score...