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Investment Philosophy: Difference between revisions
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== What are principles == | |||
Our Investment Philosophy is first principle focused with a strong focus on the questions "Is it true"? | Our Investment Philosophy is first principle focused with a strong focus on the questions "Is it true"? | ||
True is something that can be objectively verified like numbers in a well conducted survey. It can also be a "law of nature" like gravity. | |||
We believe that like in physics that there are timeless laws of nature which exists in investing. | |||
By studying historic patterns and rapid hypothesis testing iterations i developed a consistent and logical investment system and created a strong track record. (link to track record) | |||
This investment system is the basis for our models. | |||
== What are the most important principles of investing == | |||
The most important principle of investing is "being early". | |||
We are striving for a high level of sophistication and a correct understanding and classification of sub-components that build our investment thesis. | We are striving for a high level of sophistication and a correct understanding and classification of sub-components that build our investment thesis. | ||