No. of Recommendations: 5
Just finished Guy’s 20 page annual letter. I thoroughly enjoyed it and reinforced some core principals common to most of us shrewds. I thought it was very well written, honest, insightful and full of uncommon sense with many parallels to the BRK philosophy. Topics include performance, not chasing the latest fad of recent successful investing, patience, long-term orientation, position building/ sizing, watering the flowers, avoidance of permanent capital loss/staying in the game, compounding, BRK, BYD, AXP, caution wrt Mag. 7, investing in India, aligned interests/ having skin in the game, importance of health/life balance & relationships and some Emersonian overtones.
https://www.aquamarinefund.comI received a link to the latest aquamarine letter via email and after email verification and reading the disclosure was provided access to the DocSend. I’ve briefly met Guy and think very highly of him as a fund manager, intellectual and human being.
