A few things I think I know –
Good and bad answers to the biggest portfolio puzzle
Diversification, illiquidity, active management are all put up as solutions along with other. But what are the right answers?
The four most important things in investing
It’s simpler than you think, but harder.
The new world of Universal Owners
Owning the externalities of portfolios is reshaping the way the industry works
The most overused number in investing
It might be heresy to say so but the price/earnings ratio tells you far less than you think