We started this blog as a learning experience and as a way to swap knowledge with other investors on interesting situations.
In order to achieve these goals we intend to post all the work we have done on any investment that makes it into the portfolio and also the composition and returns of the portfolio on a quarterly basis. We would encourage any reader to point out our mistakes, hidden risks or anything else we have missed. Our contact details are below and we are always happy to debate any matter.
We hope to show that a highly concentrated investment portfolio constructed of securities that are unappealing to the wider market and as a result trade at a substantial margin of safety can outperform a passive investment portfolio over a five to ten year period. The track record section of this blog will record the life to date performance of our portfolio against a similar passive portfolio based on the ideas outlined in David Swensen’s Unconventional Success.
All information and data on this blog site is for informational purposes only. We make no representations as to accuracy, completeness, suitability, or validity, of any information. We will not be liable for any errors, omissions, or any losses, injuries, or damages arising from its display or use. All information is provided AS IS with no warranties, and confers no rights.
We will not be responsible for any material that is found at the end of links that we may post on this blog site. Mistakes may happen from time to time. URLS and domains may change hands. Because the information on this blog are based on our personal opinion and experience, it should not be considered professional financial investment advice. The ideas and strategies should never be used without first assessing your own personal and financial situation, or without consulting a financial professional. Our thoughts and opinions will also change from time to time as we learn and accumulate more knowledge. We may have a position in any security mentioned here in, either long or short, at any time and also may maintain no position.
Feel free to comment on our ideas or ask questions in the comments section for the blog entries. Please remember that this is a blog, and you do not need to agree with everything or anything we write. We reserve the right to delete any comment for any reason (abusive, profane, rude, etc.) so please keep the comments polite.