Trends & Tail Risks

SUCCESSFUL FAILURE

By Lewis Johnson – President, Co-Founder & Partner  |  JUNE 3, 2015 “A man must be big enough to admit his mistakes, smart enough to profit from them, and strong enough to correct them.” -John C. Maxwell “Success is stumbling from failure to failure with no loss of enthusiasm.”  -Winston Churchill “The greatest […]

EYES ON THE PRIZE

By LEWIS JOHNSON – President, Co-Founder & Partner | May 20, 2015 “Genius is an infinite capacity for taking pains.”  -Napoleon “Success is not final, failure is not fatal: it is the courage to continue that counts.”  – Winston Churchill “Many of life’s failures are people who did not realize how close they were […]

CONTAGION?

By LEWIS JOHNSON – President, Co-Founder & Partner | May 13, 2015 “The charm of history and its enigmatic lesson consist in the fact that, from age to age, nothing changes and yet everything is completely different.”  – Aldous Huxley “The very nature of finance is that it cannot be profitable unless it is […]

THE ART OF CONTRARY THINKING

By LEWIS JOHNSON – President, Co-Founder & Partner | May 6, 2015 “Prophesy is a good line of business, but it is full of risks.”  -Mark Twain “The only thing we know about the future is that it is going to be different.”  -Peter Drucker “Prediction is very difficult, especially if it’s about the […]

THE CONSTANT OF CHANGE

By LEWIS JOHNSON – President, Co-Founder & Partner | April 29, 2015 “For everything there is a season, a time for every activity under heaven. A time to be born and a time to die. A time to plant and a time to harvest…” -Ecclesiastes 3:1-2 “Each thing is of like form from everlasting […]

WHY CREDIT MATTERS

By LEWIS JOHNSON – President, Co-Founder & Partner | April 22, 2015 “It’s the little details that are vital. Little things make big things happen.” -John Wooden “The world is still a weird place, despite my efforts to make clear and perfect sense of it.”  -Hunter S. Thompson “Everything has reasons, even if they’re […]

“SEEING THE BALL” CLEARLY: THE VALUE OF A COGENT AND CONTROVERSIAL NARRATIVE

By LEWIS JOHNSON – President, Co-Founder & Partner | April 15, 2015 “You can’t hit what you can’t see.”  –Walter Johnson “A man has to have goals — for a day, for a lifetime — and that was mine, to have people say, “There goes Ted Williams, the greatest hitter who ever lived.” – […]

PAY ATTENTION TO WHAT “SHOULDN’T” BE HAPPENING

By LEWIS JOHNSON – President, Co-Founder & Partner | April 1, 2015 “It isn’t what we don’t know that gives us trouble, it’s what we know that ain’t so!”  -Will Rogers “By three methods we may learn wisdom: First, by reflection, which is noblest; Second, by imitation, which is easiest; and third by experience, […]

UNEXPECTED CHANGE

By LEWIS JOHNSON – President, Co-Founder & Partner | March 25, 2015 “In the short run, the market is a voting machine but in the long run, it is a weighing machine.”  -Benjamin Graham “I feel very strongly that, in the short run, the market is illogical, capricious, wanton and wild in the way […]

BLOCKBUSTER RESULTS

By LEWIS JOHNSON – President, Co-Founder & Partner | March 18, 2015 “It’s remarkable how much value can be created by a small group of really talented people.”  – David Wargo “To do great things is difficult; but to command great things is more difficult.”  – Nietzsche “Excellent things are rare.”  – Plato “It’s […]

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