Ethics is the basis of prosperity.

 

Think simple! But be careful not to confuse simplicity with superficiality or partiality. ​

Ego is the enemy of good investment. Intellectual honesty brings clarity. ​

 

The results of the work of a competent team always exceed the results of a single brilliant individual.

 

Any bias is limiting and we all have our biases. Open your mind to the opinions of others.

 

Trust your intuition but be wary of projects without a credible rationale. Don't give up on reality tests, no matter how harsh their outcomes may be. ​

 

Consensus will not always be the best investment thesis, but without consensus, it is not possible to execute any thesis well. ​

 

Technical and scientific knowledge optimizes investment decisions. ​

 

Information Asymmetry and Originality pay premiums.  

 

Be bold!