With Whom I would Invest? Part 2

INTRODUCTION: PART I Some time ago, I wrote up the criteria that I would use in deciding with whom I would invest my and my family’s money if I was not doing the job myself: I argue that there are five attributes that the ideal money manager should possess: 1 ...

How to Succeed as an Investor in a World of AI

Introduction A lot of questions have been swirling lately about the impact of artificial intelligence and machine learning on the art (and business) of investing. Some people have argued that independent investment managers like Aquamarine will go the way of the dodo...

I Learned about Cycling from That

The SpillIt was a cool morning on my second day of cycling in Flanders. I was on a dedicated cycling path, near to Kortrijk at the epicenter of the Spring Classic cycling races. I had joined some club cyclists to ride some legendary routes along with the Cannondale...

With Whom I Would Invest

With Whom would I Invest? If I was not investing professionally myself, who would I hire to invest for me? Here are the criteria that I would use.

Building an Investment Career the Right Way

Building an Investment Career the Right Way: The power of growing goodwill.    My contention in this talk is that most successful people – whether they are investors, or in other walks of life, are less focussed on the money, or success itself and more focused...