Articles
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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....
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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...
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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...
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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...
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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...
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There’s no such thing as a free lunch
We need to talk about boring businesses. Buying “boring” businesses has been a very popular trend for the last few years, primarily driven by social media influencers like Codie Sanchez. The...