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For A Random Walk Down Main Street

For A Random Walk Down Main Street
"Beware of geeks carrying calculators" ~Warren Buffet Most finance majors at MBA programs during the 1980's, were introduced to Modern Portfolio Theory. We were taught about efficient markets and introduced to the Random Walk notion that stock prices in the public markets were efficient and factored in all available information such that their purchase or sale represented a zero net… read more →

Rising After You Fall

Rising After You Fall
"The greatest accomplishment is not in never falling, but in rising again after you fall." ~ Vince Lombardi ~ As a microcap LBO fund with a twenty year investment history we have had our fair share of great deals, good deals, average deals, and then those where selective amnesia comes in handy. In an industry where wipe-outs happen, we have… read more →
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