The Five Virtues of a Wise Investor

The Five Virtues Of A Wise Investor

Five Virtues of a Wise Investor #1: Curiosity For the next few blogs, I’ll be writing about a topic I think about a lot: The virtues that can make someone a great investor. I’ll share…

3Q 2016: Quarterly Investment Letter

3Q 2016: Quarterly Investment Letter

What Creepy-Crawlies Have in Common With the Economy Fun fact: There are approximately 8,000 species of centipedes and none of them have exactly 100 legs. Most have somewhere between 15 and 177 pairs of legs.…

2Q 2016: Quarterly Investment Letter

2Q 2016: Quarterly Investment Letter

Just close your eyes and pedal! In June, I took a Backroads cycling tour of Washington State’s San Juan Islands. On the third day of the journey, trip leader Katie Roda described our trip in…

Looking Through the Lens of “The Martian”

Looking Through The Lens Of “The Martian”

One of my favorite movies of 2015 was “The Martian.” It combined science and determination with a good dose of humor. Interestingly, I think these elements are also present in a truly thoughtful investor. As…

Steady As She Goes

Steady As She Goes

Having just spent a family vacation week aboard a houseboat on Lake Powell out West, I realized something important: Driving a large houseboat is difficult. It’s nothing like driving a car. It actually requires a…