Thoughts and Observations on Investment over the Years

I have been writing updates on investment developments for over a decade. Observing bubbles, panics and other very interesting behavioural attributes, I have often commented on these phenomena.

Investing during these times so as to preserve and grow families’ capital has required the application of contrarian, fundamentals-based value investment with a long-term time horizon, while the markets have often been focused on short terms fads.

The reflections gathered here include extracts from quarterly investment letters as well as other occasional thoughts and ideas.