7 Tips about Ideas

The knock on diversified funds is that they’re index-huggers, which given the geographic breadth of where we invest, is not at all the case for us....
I like to talk about the long term with management because that’s how you really determine if someone is going to create business value. Most stocks...
I noticed the following facts about people who work with the door open or the door closed. I notice that if you have the door to your office closed,...
At the peak of the Internet bubble I went to an investor presentation by [check manufacturer] Deluxe Corp., in which they described how the Internet...
Never invest in any idea you can't illustrate with a crayon.
We want to have enough good ideas at work that if we’re wrong or unlucky on one or two, we haven’t lost a significant amount of capital. It’s...
I’ve learned from experience to avoid acquisition-driven stories during the actual acquisition-growth phase – big problems always come of that....