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Contango Fandango

By LEWIS JOHNSON – Co-Chief Investment Officer | March 4, 2015 “If all my possessions were taken from me, with one exception, I would choose to keep the power of communication, for by it, I would soon...

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Blockbuster Results

By LEWIS JOHNSON – Co-Chief Investment Officer | March 18, 2015 “It’s remarkable how much value can be created by a small group of really talented people.” – David Wargo “To do great things is...

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“Seeing the Ball” Clearly: The Value of a Cogent and Controversial Narrative

By LEWIS JOHNSON – Co-Chief Investment Officer | April 15, 2015 “You can’t hit what you can’t see.” –Walter Johnson “A man has to have goals — for a day, for a lifetime — and that was mine, to have...

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Eyes on the Prize

By LEWIS JOHNSON – Co-Chief Investment Officer | May 20, 2015 “Genius is an infinite capacity for taking pains.” -Napoleon “Success is not final, failure is not fatal: it is the courage to continue...

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Great Expectations

By LEWIS JOHNSON – Co-Chief Investment Officer | June 24, 2015 “I have great expectations for the future, because the past was highly overrated.”  -Sylvester Stallone “How do you make a small fortune...

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Whether to Invest with the Weather

By LEWIS JOHNSON – Co-Chief Investment Officer | August 5, 2015 “One of the most important things is learning what to ignore.” – Unknown “Be yourself: everyone else is already taken.” -Oscar WildeMore+...

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An Investment Lesson from Homer’s Odyssey

By LEWIS JOHNSON – Co-Chief Investment Officer | March 23, 2017 Chief Conclusion: Investors must protect themselves from the Siren song of deceptively important “news.”  While news can change daily,...

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