Successful long-term investors rely on heuristics. Value investors must “see the light” of these methods

Business owners think and act differently than investors. Investors must adopt the business owner mindset.

Market narratives are elusive, subtly shifting over time, one step ahead of most investors—Ultimately, market narratives are just noise.

Each new generation of investors repeat the mistakes of the past—These mistakes are repeated often for the exact same reasons.

A business is a collection of people and machines working together towards a common goal.

I invest like Evel Knievel layered in bubble wrap. Small cap markets are the scariest, most volatile public asset class.

Value investing has never been in style. This allows the value factor to persist.

Investing is both art and science. The science continues to evolve. Recent findings support the actions of the world's greatest investors.

Three common value traps and how we avoid them.

Value investing capitalizes on an extra dimension of value. Harnessing this value creates an opportunity to outperform any benchmark.