Hunting Investments Versus Foraging for Deals

Around the LEV office we like to differentiate between “hunting” and “foraging.”  What does that mean?  How can it help your approach to finding great companies that meet your investment criteria?  Also, what makes our thesis different and difficult to follow? For the management of LEV’s investment fund, we are charged with locating great companies Read more about Hunting Investments Versus Foraging for Deals[…]

The LEV Library

Updated on April 20, 2017 by Daryl Starr The first room in the LEV office has three, floor-to-ceiling walls of built-in bookshelves.  The other wall has windows.  Rather than have the bookshelves ripped out and replaced with a single Amazon Kindle, we decided to populate the shelves with books (and other trinkets.) If you want Read more about The LEV Library[…]

Protect Your Priors – Turn off the News

Watching the news is dangerous to your decision making. Protecting your “priors” is all about making sure you are working from a sound set of base data. Many people have a fear of flying.  Why?  Because an airplane crash makes for terrific news coverage.  It also makes for a great action movie. The more airplane Read more about Protect Your Priors – Turn off the News[…]