Investment Process: 9 Investing Thoughts

In this post, I share the key principles I try to consistently apply in my investment process.

Investment Process: Management and Board - Part II

This post is the second in a series following Management and Board – Part I. As a reminder, my objective is to highlight a few underappreciated governance features that I have found particularly useful when evaluating management teams and boards—and deciding whether they are truly worthy partners for deploying hard-earned capital. These should be viewed as signals, not definitive conclusions.