Our Thinking

Our core investment approach has changed very little over the past 25 years. It is an enduring and repeatable approach that has been tested by numerous market and business cycles. While it is intuitive and easy to understand, in practice, in our opinion, it requires a high degree of discrimination and patience. These white papers help further explain how we think about the business, people and reinvestment legs of our “three-legged stool.”

  • Chris Cerrone Interview on Colossus: Business Breakdown Podcast

    by
  • Why Compounding is so Difficult

    by
  • How We Think About Cash

    by
  • Chris Cerrone Interview on Colloquium Podcast

    by