O tempera! O mores!

O tempera! O mores!  As we write, two of the major political issues that have dominated politics, media, public discourse and our minds appear to be coming to their conclusions. In the US, the independent counsel’s…

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Turbulent Times

“I ask everybody to not think in two-to-three-year time frames, but to think in five-to-seven-year time frames.  When somebody … congratulates Amazon on a good quarter … I say thank…

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One way or another …

We were speaking at Latticework, an investment conference in London earlier this month, where one of the other speakers, one of Europe’s most prominent value investors, said that he does…

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Summer Reading

One of the books we have been reading this summer is Titan, Ron Chernow’s biography of John D. Rockefeller, an extraordinary perspective on one of the most important figures in…

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