Someone is sitting in the shade today because someone planted a tree a long time ago. Warren Buffet An investment strategy must be found in simplicity. If not, the test of time will destroy it. An investment strategy must be supported by values. If not, the strategy will erode away. We concentrate our investments into transformational businesses. Investment Principles We only invest in for profit businesses that sell a product or service. Rule 1 We must never hold more than 10 positions at any given time. Rule 2 Explore options with extreme caution. Rule 3 All investments should be seen through on a long time horizon. Rule 4 Review Our Values. Rule 5
