Recently unless you lived under a rock, chances are you heard the word Bitcoin, Ethereum, Ripple or digital currency more than once, per day. It is a shame that some commentator used the term “Bitcoin” and “Investment” in one sentence: that just showed that the person does not know what bitcoin is, or what is… Read More »
Do we understand the business? Do we like the people running it? And does it sell for a price that is attractive?
Year Main Fund (Money Weighted Return, Pre-tax) S&P 500 Total Return MSCI China Index 2016 (Feb 3) 16.7% 20.1% 16.9% 2017 35.1% 21.8% 55.6% NOTE: 1. Past results do not indicate future performance. This is NOT an effort to raise funds nor this is an effort to provide investment advice in any form. 2. Minimum… Read More »