Takeaways From Fundsmith’s Annual Letters (Terry Smith)
Terry Smith, the CEO/CIO of Fundsmith, writes an interesting annual report that is well worth reading. He goes one step further than most money managers
Continue readingAnalysis and portfolios for rational investing
Terry Smith, the CEO/CIO of Fundsmith, writes an interesting annual report that is well worth reading. He goes one step further than most money managers
Continue readingTerry Smith, the CEO/CIO of Fundsmith, writes an interesting annual report that is well worth reading. He goes one step further than most money managers
Continue readingThe models that dominate all human decision-making today are duly heavy on simplistic logic, and light on magic – a spreadsheet leaves no room for
Continue readingTerry Smith, the CEO/CIO of Fundsmith, writes an interesting annual report that is well worth reading. He goes one step further than most money managers
Continue readingI currently reread Victor Niederhoffer’s The Eduction of A Speculator. I regard this book as one of the best I have ever read. It’s not
Continue readingPoker, Sex and Dying is the title of a book by Juel Anderson published some time in the early 1980s. Some years after publication it
Continue readingI believe it’s important to read, but at the same time being careful what to read. Quality is much better than quantity, and reading twice,
Continue readingLucius Annaeus Seneca, better known as Seneca, was born in Cordoba, Roman Spain, in 4 BC and died in 65 AD. He grew up in
Continue readingIn this article, we look at the meaning of scalable and non-scalable professions and careers – scalable vs. non-scalable. What you chose might have a
Continue readingI guess most readers of my website have read books by management gurus like Jim Collins and Tom Peters, and many more have probably studied
Continue readingI believe Buffet’s annual letters are an invaluable source of investment knowledge and advice. I recently reread all of them, in addition to rereading Lawrence
Continue readingSome weeks ago I published an article about what investors and traders can learn from Atul Gawande’s The Checklist Manifesto. I like to take notes
Continue readingI reread all of Nassim Nicholas Taleb’s books in October 2019 (except The Bed of Procrustes, which I have not ordered yet). I strongly recommend
Continue readingI believe it’s much more useful to read good books twice than pouring over many books. In this brief article, I explain why you should
Continue reading