Quicks thoughts about investments, interesting articles and news about SaltLight Capital
(if you’re looking for frequently updated information, this is the best page to bookmark)
17 January 2017:
John Hussman letter with some fantastic quotes and food for thought. Not your usually market commentary, but ultimately something that creates long-term returns; peace.
10 November 2016:
BBC Documentary – How You Really Make Decisions: interviews with Daniel Kahneman and other behavioural economists – highly relevant to our business. Summarises the basic concepts of his book Thinking, Fast and Slow if one doesn’t want to read the book.
20 October 2016:
SaltLight Capital NAV Report to 30 September 2016 – click here. I talk about Howden Africa (HWN) and Trellidor (TRL) in the letter.
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