Category: Umberto Fedeli

One of the strategies we employ is what we call Wide-Moat Growth or sometimes we refer to this as forever quality value growth compounders. These are some of the greatest companies in the world, less than 1% of publicly traded companies would be in this category. Often these companies are fully priced, but occasionally there […]

Investing requires a solid understanding of economics, business and human nature. Essentially there are two main parts to investing: 1. The Science Side (economics, business, finance) and 2. The Human-Nature Side (understanding our biases, controlling our emotions, understanding politics and having good understanding of human nature). I am certainly not an expert on every business […]

I spend a considerable amount of time reading and learning, often about investments. I appreciate the human nature of it; as well as finding out what makes certain businesses special, understanding how important great leadership is in each, and discovering what gives them the competitive, durable and sustainable market advantage. I’m not an expert in […]

In life there is no total happiness, though many have done research and others have theories on how to better achieve it. I have spent a great amount of time reading about happiness as it relates to leadership and success. In life there is no total happiness, though many have done research and others have […]

What do we want to do and where do we want to go? If we don’t know where we are going, and we don’t know what we are doing, who is going to follow us? My son had an opportunity to attend a horse leadership school. His instructor suggested he take the course and he […]

I am never shy about sharing my mistakes because we learn so much more from what went wrong than what we did right. So, I often reflect on situations where the outcomes were not that great and try to figure out why. I dedicate time every day to reading, listening to podcasts, watching informative videos […]