1. My mind wanders more than it should between investments, what I plan to do at the gym today, and tomorrow’s cup of morning coffee.
2. What comedian can get away with not offering punchlines? Steve Martin.
3. The past should not be discounted. At least not with the discount rate that everyone seems to be using.
4. Unfortunately, being obviously different is not as easy as it first appears.
5. If I am good at anything business-related it is a core habit of always returning to the basics – and always playing devil’s advocate.