Second Quarter 2011 Update: Finding Longitude – H4

Finding LongitudeThis quarter I want to share a concept with you that has more or less defied words for me throughout my investing career. While I have failed to articulate it effectively, I believe it to be, and it has been a primary objective of our research process. Great investors, defined by a long history of superior rates of compound returns, have been equipped with this ability. For years I have referred to this as “finding the critical data points” of the investment opportunity. It’s the cornerstone of an investment thesis that will determine… View PDF