Learn how to take losses quickly and cleanly. Don’t expect to be right all the time. If you have made a mistake, cut your losses as quickly as possible.
May 23, 2018
As I walked through a Baltimore hotel lobby, I heard someone call my name. Startled, I turned toward the sound and saw a man coming toward me. As I saw him, I remembered meeting him six months earlier in California. His name was Bill Kling and he was the chief financial officer of The Cheesecake Factory. As we shook hands, he introduced...
May 15, 2018
In our attached Capital Markets Overview, we share with you some thoughts on the 1st quarter and our outlook for Q2 and beyond.
April 19, 2018
Like most people, I’ve heard the term "half-life" for years. It always seemed to be used in reference to a prescription drug’s time of effectiveness. So I was surprised when I heard it used by record executive Clive Davis about his business. He had used the term to describe a song writer’s life span of creativity. That reference got my...
March 16, 2018
The other day, I was sitting in a restaurant with a friend watching a basketball game. My friend is also in the investment business. The game must have become boring because we started talking about the business. The change of topic caused my sub-conscious to activate. I found myself saying, “Geoff, it has always bothered me how the...
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