Old School Value

Making Decisions Without All The Facts

Recently, as I continue to analyze my investing habits, I've noticed a couple of things I was and was not doing. One aspect that I had always adhered to was to "always invest in businesses that you understand". Some where along my investing journey, I slowly started to morph the philosophy to a new meaning; "don't invest in anything unless you know everything". Here is why I am wrong.

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Throwing Out The Hammer

In my recommended reading post on Old School Value, I recommended people to read Ronald R Redfield's notes on Seth Klarman's book Margin of Safety - Risk Averse Value Investing Strategies for the Thoughtful Investor.

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