Influences
Our influences include:
- Charlie Munger
- Warren Buffett
- Bill Miller
- Phil Fisher
- Peter Lynch
- David Tepper
- and several others
Some common qualities:
- all are unafraid to afraid to be either extremely patient and/or aggressive as circumstances warrant.
- all emphasize interdisciplinary/ qualitative aspects of investing in equal weight with quantitative.
- all were unafraid to adapt their thinking/strategy to the times, taking what the market gives with informed objectivity.