…excerpt from Mo Lidsky’s latest book, Partners in Preservation In their book, Switch, Chip and Dan Heath tell the story that may have changed the future of British Petroleum, the oil and […]
…excerpt from Mo Lidsky’s latest book, Partners in Preservation A simple way to combat portfolio complacency is to ask a simple question: If I had to recreate my portfolio today, would […]
…excerpt from Mo Lidsky’s latest book, Partners in Preservation The simplest way to understand the progression from monitoring the portfolio (ensuring investment managers are doing what they said they were going […]
…excerpt from Mo Lidsky’s latest book, Partners in Preservation There is an old anecdote about several blind men in a room with an elephant. One man holds the elephant’s tail and […]
Choosing best-in-class investments is difficult for many reasons. One, knowing the full range of options is very hard (perhaps even impossible). Two, the hardest part of this process is that […]
…excerpt from Mo Lidsky’s latest book, Partners in Preservation Proper due diligence may seem like an obvious need, but the unfortunate reality is that the critical task of due diligence […]
…excerpt from Mo Lidsky’s latest book, Partners in Preservation There is no better sport of patience than baseball. Warren Buffett is often quoted on his advice to “wait for a fat […]
Mo’s take on Robo-Advisors. While the rise of robo-advisors has merit for many investors, for affluent investors with sophisticated portfolios investment decisions cannot be replicated with an algorithm, a database, […]
The offering, sale, and/or distribution of the products or services described on this website are not intended for any U.S. Person. If you intend to obtain any product or service from Prime Quadrant that is described on this website, you must first inform Prime Quadrant whether you are a U.S. Person. This website and its contents do not constitute an offer or invitation to purchase or subscribe for any securities or a solicitation of any offer to sell any securities to U.S. Persons. “U.S. Persons” are generally defined as natural persons, residing in the United States or entities organized or incorporated under the laws of the United States. U.S. citizens living abroad may also be deemed “U.S. Persons”.
Copyright © 2020 Prime Quadrant. All rights reserved.