Joseph’s top insights in April
April was a bit of a ride, wasn’t it? Here are some of my investing articles you may have missed amid tariff mania, starting with my two most regular features.
Bookworm
Every second Tuesday, Bookworm highlights useful insights from books and shareholder letters written by top investors or businesspeople. The insights centre around three core principles: owning quality assets, fostering a long-term mindset, and putting process over emotion.
April’s first Bookworm drew from the approach of a high-profile British fund manager. In an edition that fit snuggly under the “own quality assets” theme, I looked at a few ways that the well-known ‘quality investor’ Terry Smith filters good businesses from not-so-good ones.
The next edition…
