investing
Alpine Investors has one of the most unique models in private equity. Instead of backing existing executive teams or founders, they purposely seek out businesses where the CEO needs or wants to be replaced. They've pursued this strategy since the Great Financial Crisis, when founder Graham Weaver realized
climate
Northvolt received all the coverage, but this one is just as important.
investing
David Rubenstein recently interviewed Phillip Laffont, Founder and Portfolio Manager of Coatue, at a Bloomberg wealth conference. The video made its rounds on X over the last week and is well worth the 30-minute watch. One line at the end of the interview struck me in the context of the
climate
The energy transition is full of deployment, recycling, and retraining. Playing these trends effectively can be a key to success.
investing
Imagine returning 30% a year to your investors for 15 years straight. Now, imagine those returns coming during one of the worst periods to be an investor and doubling the returns of the S&P during that timeframe. That's how well Peter Lynch performed as head of
investing
To be a good investor, we must be passionate about where we spend our time. Otherwise, the ups and downs of the job would eventually wear us down. To be passionate about something, we must be optimistic that where we spend our time matters and that our research will lead
investing
Fear and greed are two permanent conditions of human nature. They’re also two of the only lessons we can apply to all investing cycles. Fear of missing out on the next winner and the greed of letting it ride to the top to take every last penny describe almost
investing
Last week, I spent most of the week in Europe meeting with people from different parts of the ecosystem. The excitement for the energy transition remains strong in Europe. As one person said, “Americans have healthcare. We have energy.” Her point was that American healthcare is broken, so we spend
investing
Deterministic and probabilistic thinking collide to shape how we think about investing.
climate
We can't predict the future, but what can we count on to remain the same?
investing
Recently, someone asked me, "How would you identify yourself as an investor?" "I try hard not to." My answer surprised the recipient. I have thought a lot about this over the last 5+ years. Since reading Poor Charlie's Almanack, The Most Important Thing, and
investing
If you asked 100 people their definition of investing, you would likely get at least 90 different answers. The explanation that’s always stuck with me is: The art and science of allocating finite resources for optimal outcomes. The line is captivating because it applies to almost everyone and everything.