Philosophy

They matter, but not in the way most think that they do

May 25, 2024 •

Forbes Jamieson

The Sources of Underperformance

Better to fail conventionally, than succeed unconventionally

Apr 4, 2024 •

Forbes Jamieson

Is There Actually a Quality Bubble?

A little self-reflection

Mar 27, 2024 •

Forbes Jamieson

Weekend Reading & Thoughts

Allan Mecham's Arlington Value Capital, Hetty Green, Excess capital and what I've been doing with it (a special situation)

Feb 25, 2024 •

Forbes Jamieson

The Power of Focus

Take a simple idea very seriously

Jan 21, 2024 •

Forbes Jamieson

Idea Generation

Making the random walk a little less random

Jan 10, 2024 •

Forbes Jamieson

Revisiting 'Gross Revenue Royalties'

A short article on the original 'quality' framework

Jan 7, 2024 •

Forbes Jamieson

Thoughts on allocating new capital, business performance, and FICO's valuation

Response to a question

Dec 27, 2023 •

Forbes Jamieson

Always Looking Forward: Investing Philosophy Part 2.

Skate to where the puck is going...

Nov 18, 2023 •

Forbes Jamieson

Issue No. 27: Pricing Power - Investing Philosophy Part 1.

The key to long term investing success

Sep 19, 2023 •

Forbes Jamieson

In Defence of Age Old Investment Wisdom

A reply to an idea

Mar 28, 2023 •

Forbes Jamieson

Issue No. 2: 'Paying Up' for a Great Business

Inspired by Gotham's purchase of Moody's and Buffett's purchase of Coca Cola

Jan 26, 2023 •

Forbes Jamieson

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