On Envy

Envy is Not the Worst. Of the Seven Deadly Sins, it’s the Most Auspicious. Warren Buffett and Charlie Munger are fond of saying that envy is the worst of the seven deadly sins – because, unlike the others it’s no fun at all. The response – from...

Knowledge Management in a New Era

The Internet Messed with my Research skills. This is how I got them back. My relationship with the Internet is love-hate. The part of me that’s curious and inquisitive loves it. Without it, I could not have moved so easily from New York to Zurich. The Internet made it...

Knowledge Management

My relationship with the Internet is love-hate. The part of me that’s curious and inquisitive loves it. Without it, I could not have moved so easily from New York to Zurich. The Internet made it a seamless and uneventful transition. But the Internet is also...

With Whom I would Invest? Part 2

INTRODUCTION: PART I Some time ago, I wrote up the criteria that I would use in deciding with whom I would invest my and my family’s money if I was not doing the job myself: I argue that there are five attributes that the ideal money manager should possess: 1 ...

How to Succeed as an Investor in a World of AI

Introduction A lot of questions have been swirling lately about the impact of artificial intelligence and machine learning on the art (and business) of investing. Some people have argued that independent investment managers like Aquamarine will go the way of the dodo...

I Learned about Cycling from That

The SpillIt was a cool morning on my second day of cycling in Flanders. I was on a dedicated cycling path, near to Kortrijk at the epicenter of the Spring Classic cycling races. I had joined some club cyclists to ride some legendary routes along with the Cannondale...

With Whom I Would Invest

With Whom would I Invest? If I was not investing professionally myself, who would I hire to invest for me? Here are the criteria that I would use.