Highlights In a welcome move, Innscor have changed their functional currency from ZWL to USD, and accordingly released a set… Read More »Innscor 2023 full year results – well steered through a “Complex and Challenging” environment
Together with Buffett’s annual letter to shareholders, another investors writing I have really come to enjoy is Howard Mark’s memos,… Read More »Fewer losers, or more winners? Using tennis as an analogy to understand risk management and investing
The rule of 72 is a useful mental model, apparently created by Albert Einstein, which helps understand growth rates and… Read More »The rule of 72
Howard Marks writes extensively about cycles in his book “Mastering the Market Cycle”, and I particularly enjoyed the chapter where… Read More »Lessons from Howard Marks on real estate cycles
I came across an interesting podcast the other day, in which Brent Beshore the founder of investment management company “Permanent… Read More »Permanent Equity investing