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Mar 67 min read
Dynacor refuses to call requisitioned Special Meeting – iolite calls Meeting for April 9, 2025 (TSX:DNG)
News Release For Immediate Distribution Freienbach, Switzerland, March 6, 2025 Dynacor refuses to call requisitioned Special Meeting –...

Feb 47 min read
Request for Special Shareholder Meeting of Dynacor (TSX:DNG)
News Release For Immediate Distribution Freienbach, Switzerland, February 4, 2025 iolite Capital Provides Background and Update...

Jan 104 min read
Thoughts (Jan 2025)
“The wisdom of the crowd only works when everyone knows something about the thing they are evaluating.”- James Surowiecki Irrational...


Oct 2, 202411 min read
Excerpt Interim Letter 2024
[for German, please see below] Appeasement is feeding the crocodile, hoping he will eat you last." [Winston Churchill] Change requires...

Sep 9, 20244 min read
iolite chosen by Electa: a value-driven partnership
[for German, please see attached] I am excited to announce that iolite Capital has been selected by Electa Value Capital Fund, a newly...

Apr 14, 20242 min read
Strategic Investment in Dynacor Group (TSX:DNG)
News Release Freienbach, Switzerland, 15 April 2024 iolite Capital Announces Strategic Investment in Dynacor Group iolite Capital...


Apr 5, 20245 min read
Excerpt Annual Letter 2023
“Those who do not remember the past are condemned to repeat it.” (Benjamin Graham) The Nifty Fifty Bubble - a valuable lesson from the...


Oct 6, 20238 min read
Excerpt Interim Letter 2023
I recently revisited the journeys of renowned investors who went through periods of significant pain, and Charlie Munger's remarkable story,


Sep 21, 20231 min read
Opterion: a disruptive dialysis treatment
Opterion Health AG, based in Muttenz, Switzerland, is developing a highly disruptive dialysis / end stage kidney disease treatment likely...


Jan 16, 20231 min read
VALUEx Klosters 2023
I am very excited to attend this annual community gathering hosted by Guy Spier, a dear friend and fellow investor. Link: VALUEx Klosters...

Sep 30, 20227 min read
Excerpt 2022 interim letter
“In stocks, it's the only place where when things go on sale, people get unhappy. If I like a business, then it makes sense to buy more...

May 31, 20221 min read
VALUEx Vail 2022
I am thrilled to attend this annual community gathering hosted by Vitaliy Katsenelson, a dear friend and fellow investor. Link: VALUEx...


Apr 1, 20221 min read
Omaha 2022
I am incredibly excited to see Warren Buffett (91) and Charlie Munger (98) live one more time at the Berkshire Hathaway annual...


Mar 31, 20222 min read
Excerpt 2021 annual letter
“Maintain an army for a thousand days, use it for a moment.” [Chinese proverb] When I started writing this letter, I wanted to talk about...

Jan 30, 20221 min read
VALUEx Klosters 2022
I am very excited to attend this annual community gathering hosted by Guy Spier, a dear friend and fellow investor. Link: VALUEx Klosters...


Jul 12, 20216 min read
Excerpt 2021 semi-annual letter
“It's not whether you're right or wrong, but how much money you make when you're right and how much you lose when you're wrong.” [George...


Jan 1, 20213 min read
Excerpt 2020 annual letter
[...] The steep market correction in February and early March was followed by a wild rally in technology stocks, record breaking IPOs,...


Jul 14, 20204 min read
Excerpt 2020 semi-annual letter
It ain’t over till it’s over.” [Yogi Berra] We live in peculiar times. With the global lockdown in response to Covid-19, hundreds of...


Mar 1, 20207 min read
Excerpt 2019 letter
“Forecasts may tell you a great deal about the forecaster; they tell you nothing about the future.” [Warren Buffett] The markets seem...

Jan 15, 20201 min read
World Economic Forum: The Future of Intelligent Investing
I am attending a discussion hosted by my friend, Guy Spier, in Davos on January 22, 2020. A great opportunity to meet fellow investors,...
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