The Journey is the Destination

“There’s a lot of baggage that comes with us.  But it’s like Louis Vuitton baggage.  You always want it.”                                                                                                                              Kim KardashianIt certainly looks like we have a lot of baggage. …

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Expecting the Unexpected

August is a time for reading and reflection.  This year has turned out very differently from what we had expected.  So much of our everyday reality has changed because of…

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Quality stands the test

The Covid-19 is the first pandemic of our globalized age.  It is also the first serious crisis we have faced with our investment approach since we started our World Stars…

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Response to the sell off

As long-term investors we are used to thinking about different outcomes, including extreme ones, and trying to ensure that our investments have the quality and value to weather the crises…

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