Understanding Fat Tail Risk

Low Interest rates do not need to change your investment parameters

An investment allows for the prediction of future cash flows

What is important is to be aware of the possibility of a range of outcomes

Why “looking to the left” is one of the most important lenses to analyze investment opportunities

Finding Value Based on Price

The 3G Capital Way

The six-foot-tall man who drowned crossing the river that was five feet deep on average

Chuck Akre’s Powerful Concept

David Ricardo and Comparative Advantage

Investing, the practice of a Negative Art

Introducing Howard Marks’ take on Risk vs Return