You got a winner when a letter endures time, not as performance reports, but as long-form thinking exercises. Smith and Rolfe, not just for their long-term records but for how they handle the rough stretches. It's that area of investing where the process has to overcome negative outcomes.
Nick Sleep’s Nomad letters were great.
Yes, that’s a good one! I discovered those after reading Richer, Wiser, Happier (like many people I suspect)
You got a winner when a letter endures time, not as performance reports, but as long-form thinking exercises. Smith and Rolfe, not just for their long-term records but for how they handle the rough stretches. It's that area of investing where the process has to overcome negative outcomes.