“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...

[...] The steep market correction in February and early March was followed by a wild rally in technology stocks, record breaking IPOs,...

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...

“Forecasts may tell you a great deal about the forecaster; they tell you nothing about the future.” [Warren Buffett] The markets seem...

I am attending a discussion hosted by my friend, Guy Spier, in Davos on January 22, 2020. A great opportunity to meet fellow investors,...

Looking forward to attending VALUEx Klosters 2020 in January 2020, a private and invitation-only conference of fellow investors organized...

“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...

iolite recently celebrated its tenth anniversary. I would like to use this opportunity to thank a few people that have helped me...

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...

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...

Today, Forbes published an interview discussing my latest investment. Link to original article: https://www.forbes.com/sites/lukeschiefel...

Honored to have been invited to speak at Best Ideas 2018 (Jan 11-13), organized by John Mihaljevic from MOI Global. I was also...

I will participate in Guy Spier’s VALUEx Zurich/Klosters 2018 – a fantastic informal and intimate get-together of like-minded investors....

Thoughts on the Macroeconomic Environment According to an eye-opening article in The Atlantic, 50% of Americans would not be able to pay...

I will participate in The Zurich Project Workshop on June 8-9, 2016. ‘”The mission of The Zurich Project Workshop is to accelerate...

Panel discussion with Guy Spier (Aquamarine Capital), Thomas Werlen (Quinn Emanuel Urquhart & Sullivan), and Christian Rehm (Novartis) on...

“Consider this: Through the immediately accessible bonus features and the live event on October 6-7, we bring you exclusive insights from...

Thoughts on investing in a negative yield environment Earlier this year, Finland floated a €1 billion five-year note at a negative...

I was invited to present at the first Czech Investment Conference.