5 Years of Reflection


Investment Process, Psychology, Reflection, Strategy, Time

PDF Version *** These are a collection of my thoughts on investing over the past 5 years. Some from learning and observation, others through meditation on my own mistakes. 1. I have always enjoyed reading. Maybe that’s why I got into value investing. When I started, I would read anything I can get my hands […]

Investing for The Time Poor


Leverage, Margin of Safety, Moat, Time

Not everyone has the luxury of time to read 500 pages of annual reports, industry publications, and newspapers daily to find new ideas. We have family and career obligations yet aspire to manage our own investments over passive investing or managed funds. Some would opt for paid services that filter or recommend stocks that shorten […]