Shareholder Engagement Project’s Post

“The late Charlie Munger liked to say that to be a good investor, you have to fish where the fish are. To be a great investor, though, you have to fish where the fishing boats don’t even go. That’s one of the messages of a new book about the methods and thinking of an investor at the beginning of an extraordinary career. “Buffett’s Early Investments,” by Brett Gardner, looks at 10 of the companies Warren Buffett bet on between 1950 and 1966, when he was in his 20s and 30s. Could anybody do today what Buffett did then? In some ways, it should be even easier: Information is universally available, trading is virtually free and individuals have vital advantages over institutional investors. In many ways, it’s vastly harder: Markets are much more efficient, bargains are all but extinct and everyone wants to fish in the same spots. To emulate Buffett’s early success, you need to think like almost nobody else. You also need plenty of patience and boatloads of courage.”

Fairview Capital is the very definition of success in the private investment business. Fairview was a project of the National Association of Investment Companies (NAIC) and has been the fuel that propelled many to success in the industry. For many years, Fairview stood alone as a fund of funds seeking out diverse fund GPs. I owe my career in the private deal business to Fairview. I got my start as an associate, matured to principal at a private equity firm backed by Fairview. Fairview was the first institutional backer of my own fund 1, in the way back. If you want knowledge, wisdom and understanding in the private investment business, Fairview owns 30 years of the true true.

One Year at Alderway: A Reflection on Timeless Investing Principles Our Co-Founder and Managing Partner Elliot Conway is celebrating his first year at Alderway by reflecting on the lessons that have guided him - wisdom from investing legends like Charlie Munger, Howard Marks and Seth Klarman. Curious about how their insights are shaping our work at Alderway? From capital preservation to compounding returns, Elliot has distilled some key takeaways that drive our approach to investing in stable, profitable businesses in his latest blog post. 🔗 Read more here: https://lnkd.in/eUHWfneN #investing #investingadvice #investmentprinciples

Fascinating article on how Giverny Capital Inc has been smashing market benchmarks! 📈 Their secret? A focus on 'Quality at a Reasonable Price'. The article dives deep into their annual shareholder's letter, shedding light on their method: invest in market leaders with wide #moats and strong management. What resonated with me the most was the 'Podium of Errors' section, where Giverny's lead, super investor François Rochon, reflects on past mistakes—a practice inspired by none other than Charlie Munger. #Investing #ValueInvesting #Investments I'm dropping the link in the comments for those who want to dive in! 👇

Why does a confused mind always say no? DECKO cofounder Robert Harary explains the importance of clarity and coherence in winning over investors during his talk at Columbia University. #PitchDecks #BusinessStrategy

I liked this part of the conversation between Codie A. Sanchez and Graham Stephan as they break down how private equity is reshaping business ownership in America. From Main Street shops to major corporations, they explore the ripple effects on jobs, communities, and wealth creation. Essential insights for entrepreneurs and business professionals looking to understand the changing landscape of company ownership. Watch the full video on YouTube. Watch More: https://lnkd.in/eHVq_Awk #Business #PrivateEquity #finance #insights #Vanguard #blackrock #statestreet

I’m deeply passionate about empowering minority business owners to bridge the gap between their groundbreaking ideas and the investors who can help them grow. As a minority entrepreneur, you bring unique perspectives and solutions to the table, but systemic barriers often make access to funding a challenge. I’m committed to changing that narrative. By equipping minority founders with the tools to craft compelling business plans, validate their products, and effectively articulate their visions, I aim to open doors to opportunities that drive equity and innovation. Together, we can create more inclusive pathways to success, ensuring that diverse voices are not only heard but also supported with the resources they need to thrive. Let’s break down barriers and build a future where every visionary entrepreneur has the chance to succeed.  Learn More: https://lnkd.in/evjC7xCe

One year of growth, lessons, and reflection 📊 After a year here at Alderway Partnership Capital, I've had the chance to apply some of the investing wisdom I've admired from great minds like Guy Spier, Vitaliy Katsenelson, CFA, Howard Marks, and Brent Beshore. In this article, I dive into some of the key principles that have proven invaluable in navigating the challenges and opportunities we're facing as a new firm trying to do something different and special. I hope these insights resonate. Would love to hear your feedback! 💡

At White Summers, we begin and end with innovation. We work with founders, scaling teams, investors, and directors across a number of industries to grow a global network of successful businesses. https://bit.ly/3BiHE8D #businesslaw #lawwithoutborders

Live TOMORROW! Kevin Kim sat down with Longhorn Investments CEO & President Michael Hoffman - discussing everything from his career journey, navigating institutional competition, the hurdles of operating in multiple states, and much more. Don't miss Mike's insights on the evolving #privatelending landscape, follow the link to subscribe to our YouTube channel now: https://heyor.ca/ZNSAfC #realestateinvesting #hardmoney