Founding Principles:

Simplicity
STRONG THESIS
=

Trends
DURABLE TRENDS
+

Equity-Driven
GOOD COMPANIES
The Grigshaw Factor
Investors Overcomplicate
EVERYTHING.
Goldman Sachs would have you believe it takes a Ph.D. in statistics to make good stock picks. For those of us who aren’t Aristotle, it’s key to understand that practically rewriting the Black-Scholes Equation perhaps isn’t necessary to make solid investment.
I buy into high-quality companies who absolutely dominate global economic trends.
It’s that simple.