Here’s to the Crazy Ones

It is Friday afternoon, around 4:30 pm, and Dan just got back to his desk from a meeting. He sees Janet, his manager’s boss, drinking coffee nearby. Dan’s son goes to the same school as Janet’s daughter and he has

The Case for Non-Consensus Active Investing

“Research is a quest for truth, not a confirmation of predetermined beliefs that we have concluded to be true. It must be conducted without an agenda. You should not care what truth will be revealed, as long as your process

The Hazards of Talking to Strangers

“So, guys, how did the trip to Japan go? Did you get the software installed?” “It was great! The clients loved us and are super happy about the installation! The boss even took us out for dinner the last night

The Paradox of Trust

“We have listened to the wisdom of an old Russian maxim, doveryai, no proveryai – trust, but verify.”   — Ronald Reagan Trust is the foundation of society. Without a basic level of trust regarding the intentions and expected behavior of other human beings, our modern civilization would very quickly disintegrate into total chaos. If you

Avoiding 21st Century Twaddle

“Man, as a social animal who has the gift of language, is born to prattle and to pour out twaddle that does much damage when serious work is being attempted. Some people produce copious amounts of twaddle and others very

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