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Articles

October 2, 2024

So when should I buy a business?

Last week, we explored whether or not the hot new trend of buying “boring” businesses is a good way to generate passive income. TL:DR: There’s nothing passive about laundromats. (ICYMI,...
September 16, 2024

What the Hell is a Barbell Strategy?

This week, I had the opportunity to enjoy a quite spirited discussion in my investing group. The original question was this: “Hey team, I’ve got some fresh $$ to deploy....
September 13, 2024

Are you swimming naked?

"When the tide goes out, that’s when we see who has been swimming naked." - Warren Buffett I love a good quote from the Oracle of Omaha, but this one has to...
September 12, 2024

The Hard Work Paradox

If you grew up anything like I did, you often heard the saying, “Nothing worth having comes easy.” Sayings like this are how we seek to instill the value of hard work in our children. Obviously, we want...
September 11, 2024

The Power of Opinion

“I don’t give a f--- what other people think.” I chuckled to myself as I heard my client say this, remembering a time when I might have said the same thing. Once...
September 10, 2024

Don’t Forget Rule #1

I’ve had several conversations this week that remind me just how distorted our collective views on investing tend to be. In these conversations, I’ve talked to founders who: After selling...