Details do matter and cannot be ignored, particularly when they challenge one’s view of the world.
JOBS: There is a legend of an economist who travels to a developing country to help the native people build a dam…
One Year After the Meltdown of 2008
This is a time for active management. It is a time when it is critical to understand what we own, and what is happening to those businesses.
Fear defined us in 2008, and just like the wise master counseled a long time ago in a galaxy far far away,
fear has led to anger.
