The late 90s almost forced me to identify myself as a value investor, because I thought what everybody else was doing was insane.

I wasn't wrong, I was just early.

People want an authority to tell them how to value things, but they choose this authority not based on facts or results.

Know what you own, and know why you own it.

-- Peter Lynch

Invest in what you know.

-- Peter Lynch

You can't predict. You can prepare.

-- Howard Marks

The most important thing is being attentive to cycles.

-- Howard Marks

The most important investment decision you will make is how to allocate your assets.

-- David F. Swensen

Investors should pay attention to what they own, not simply to the overall return of their portfolio.

-- David F. Swensen