Posted by: donmihaihai | July 13, 2015

More of the same

Behavioral and culture,  independent, we don’t talk about IQ, never mention at all. If you can find a way round Omaha, you have high enough IQ. It is about other elements, playing a different game. Culture and conviction. Focus investing is a highly focus activities.

Boost his team and his team bounce it back 24/7. 4 peoples team managing 3 – 4 billion of assets.

New ideas does not automatic pop on the desk every Monday morning. Doesn’t work this way.

Focus investing can be a big advantage. Why play the game everyone is playing? Focus can be an edge if do correctly,  repeatable.

David Rolfe Of Wedgewood Partners

Sound just like good company with good products. Like I always say “More of the same.”


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