Scorecard # 46 – Playing the Long Game
At GreensKeeper, we will stick to buying high-quality companies at valuations that provide our clients with a large margin of safety
Scorecard # 45 – Bedtime Stories
“If math were the only thing that mattered, AI would be a threat to [us]. But the math is the easy part. Besides, we have an unfair advantage: our parents read us bedtime stories as children…
Scorecard # 44 – Farewell, Charlie
… nobody has ever accused me of being humble. Although humility is a trait I much admire, I don’t think I quite got my full share.” Charlie Munger
Scorecard # 43 – Quarter Century
We don’t mind the current market environment as we are finding new places to put capital…
Scorecard # 37 – The Golden Rule
“Buy quality companies when they are on sale. Avoid leverage, folly and big mistakes that set you back. It is simple, but not easy.”
Scorecard # 30 – Flashback
“As Mark Twain so aptly put it, history doesn’t repeat itself, but it often rhymes. The current market environment — especially in certain tech stocks — reminds us a little of the late ‘90s stock market.