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
- 3 min
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, 2020
- 4 min
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...
- Feb 29, 2020
- 7 min
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, 2020
- 1 min
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,...
- Oct 24, 2019
- 1 min
Upcoming conferences: VALUEx Klosters 2020
Looking forward to attending VALUEx Klosters 2020 in January 2020, a private and invitation-only conference of fellow investors organized...
- Mar 31, 2019
- 4 min
Excerpt Q1 2019 letter
“If everything you do needs to work on a three-year time horizon, then you’re competing against a lot of people. But if you’re willing to...
- Sep 29, 2018
- 1 min
Celebrating iolite’s 10th anniversary – a few thank yous
iolite recently celebrated its tenth anniversary. I would like to use this opportunity to thank a few people that have helped me...
- Jun 30, 2018
- 6 min
Excerpt Q2 2018 letter
Thoughts on Value Investing: The Fallacies of Perception In 2007, a man started to play the violin at a metro station in Washington DC on...
- Jun 5, 2018
- 1 min
Guy Spier: “With whom I would invest?”
Guy Spier put together a list of fund managers he’d invest with (if he wasn’t doing the job himself). This is a great starting point for...
- Feb 13, 2018
- 8 min
Forbes interview: Why This Danish Salmon Company’s Stock Price Could Double
Today, Forbes published an interview discussing my latest investment. Link to original article: https://www.forbes.com/sites/lukeschiefel...
- Jan 6, 2018
- 1 min
Upcoming conferences: MOI Global – Best Ideas 2018 (Jan 11-13)
Honored to have been invited to speak at Best Ideas 2018 (Jan 11-13), organized by John Mihaljevic from MOI Global. I was also...
- Sep 19, 2017
- 1 min
Upcoming conferences: VALUEx 2018 and Ideaweek 2018
I will participate in Guy Spier’s VALUEx Zurich/Klosters 2018 – a fantastic informal and intimate get-together of like-minded investors....
- Dec 31, 2016
- 2 min
Excerpt 2016 letter
Thoughts on the Macroeconomic Environment According to an eye-opening article in The Atlantic, 50% of Americans would not be able to pay...
- Nov 25, 2015
- 1 min
Zurich Project Workshop
I will participate in The Zurich Project Workshop on June 8-9, 2016. ‘”The mission of The Zurich Project Workshop is to accelerate...
- Nov 10, 2015
- 1 min
Panel discussion at University of St. Gallen, Switzerland
Panel discussion with Guy Spier (Aquamarine Capital), Thomas Werlen (Quinn Emanuel Urquhart & Sullivan), and Christian Rehm (Novartis) on...
- Sep 30, 2015
- 1 min
European Investing Summit 2015
“Consider this: Through the immediately accessible bonus features and the live event on October 6-7, we bring you exclusive insights from...
- Jun 30, 2015
- 8 min
Excerpt Q2 2015 letter
Thoughts on investing in a negative yield environment Earlier this year, Finland floated a €1 billion five-year note at a negative...
- Oct 31, 2014
- 1 min
1st Czech Investment Conference
I was invited to present at the first Czech Investment Conference.
Safe harbor
iolite does not engage in general solicitation. Investments may only be made by financially sophisticated individuals who have a pre-existing relationship with iolite and meet certain investment standards. No securities are available for sale through this website and nothing on this website shall constitute an offer or a solicitation for the sale of any security.