In our opinion, the three legs of good investing are growth, quality, and valuation. Growth without any value capture/real cash flow is...

Our philosophy is focused on finding the fastest-growing, highest-quality businesses in the world at the lowest valuations we can find....

The year was 2000, the beginning of the tech bubble descent. Still groggy from waking up at 4 am, three men boarded a private plane at...

Is it possible that doing too much research can hurt our investment performance? Allow me to explain. The great thing about investing in...

I’ve talked about this a little bit before but wanted to elaborate/ramble with some more thoughts – how does morality fit into investing?...

In life and investing, oftentimes it’s not enough to just tell someone that they should change their behavior. Without a new frame of...

Investing is a game of information processing. The investors who are able to see reality before others are the ones who will be rewarded....

I often get the question, “do you only invest in tech?” The answer is a big, fat no. I try to invest in the companies where the...

I've talked about valuation more in the last couple months than the past three years combined. And I think that's a good thing. Our...

Investing really has two dynamics: picking companies and allocating dollars towards them. Investors often talk about the former, but I’d...

Warning: this post is going to be more philosophical than practical It seems like conventional wisdom that buy and hold investing is best...

Something I’ve been thinking about a lot is the idea of selling stocks. When I was at the Motley Fool, they were just finishing up a...

Lately, I've been thinking a lot about innovation because it's at the core of our investment philosophy. There are a lot of stocks out...