4 Tips about Idea

We have a disciplined process, but it has to be open to serendipity – often it’s the footnote in the trade journal where you see something...
We believe in constructing the portfolio so that we put our biggest amount of money in our highest-conviction idea, and then we view the other ideas...
The best investors often employ checklists for each idea, to ensure that no data-gathering shortcuts are made. General impressions also should not be...
We have three people in charge of the portfolio and we require unanimity on a stock in order to buy. It’s majority rules on selling. The fact is...