Set a high bar, and then sit around and read until you find something that meets or exceeds it. No quotas, no deadlines — just rigorous analysis and extreme patience. It’s simple, but extremely difficult to do. It’s so tough to twiddle for long periods of time.
Replying to @alexlaprade
I'm not at liberty to publicly discuss Tiny's portfolio holdings, otherwise I'd tell ya :-). But I can say that we've only taken one position in the last four months. Research has been interrupted at times, but we're fine making very few or no decisions per year.
11:15 AM - 3 Mar 2019
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