April 10, 2026
Sir John Templeton — A Portrait
On the pioneer of global investing and the humility that precedes great returns.
Client Memos
Thoughts that last.
From time to time I write to my clients about investors, strategies and developments that occupy my mind.
March 26, 2026
“You gotta hit the right ball” — Hyundai
Why timing and selection decide the success of a position.
October 12, 2024
First Mover
On the advantage of those who act first — and its price.
September 22, 2024
Saudi Arabia and Renewable Energy
A look at the transformation of an oil nation — and what investors can learn from it.