valueandprices
Thoughts

Mortimer

“The art of reading, in short, includes all the same skills that are involved in the art of discovery: Keenness of observation, readily available memory, range of imagination, and, of course, a reason trained analysis and reflection.” Please follow and like us:0

valueandprices
Thoughts

Ray Dalio

Principles are concepts that can be applied over and over again in similar circumstances as distinct from narrow answers to specific questions. Every game has principles that successful players master to achieve winning results. So does life. Principles are ways of successfully dealing with the laws of nature or the laws of life. Those who […]

Deep Value
Thoughts

Tobias E. Carlisle

“These findings reveal an axiomatic truth about investing: investors aren’t rewarded for picking winners; they’re rewarded for uncovering mispricings – divergences between the price of a security and its intrinsic value. It is mispricings that create market-beating opportunities.” Please follow and like us:0

valueandprices
Thoughts

Ricky Sandler

“When we talk about business quality, we’re looking through our fundamental research to assess the company’s ability to protect and grow intrinsic value. If the dollar of assets you buy is increasing in value at an above-average rate, that’s an opportunity to generate alpha.” “Characteristics of a good business include businesses that provide a demonstrable convenience to customers or […]

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