ProCervo Thoughts & Musings
Sep 16, 2022
Management & fiduciary duties: not a love story
It wasn’t too long ago that I went to an event of one of my portfolio companies. It was one of those companies that had grown over the...
ProCervo Thoughts & Musings
Sep 9, 2022
A watched pot never boils: why you should not check your portfolio too often
When you have finally taken the leap and put some money in the market, it is perfectly normal to feel excited. You will want to check...
ProCervo Thoughts & Musings
Sep 1, 2022
Management just want to have fun: why simple companies are trickier than they seem
You may have come across the old adage of “buy what you know/understand” that was most famously championed by long-time star investor...