The Double-and-Double Investment Framework

In recent podcasts and writings, we’ve been exploring how investors can better determine whether they are truly developing uncommon insights. Today we are getting a deeper perspective from our friend and long-time investor Jeff Cardon. Through his great storytelling, Jeff illustrates what it means to follow the judgment inherent in your investment philosophy, within the pressures and the ebb and flow of a professionalized, standardized industry. Let’s jump in.