In his latest Q2 2022 Letter, Matt Sweeney of Laughing Water Capital explains why being comfortable when everything is uncomfortable drives huge investment returns. Here’s an excerpt from the letter: In my opinion, at present Mr. Market’s focus on inflation, interest rates, Ukraine, and assorted other boogeymen including the prospect … Read More
Laughing Water Capital: 7 Strategies Investors Can Use To Survive Periods Of Uncertainty
In his latest Laughing Water Capital, April 2022 Letter, Matthew Sweeney provides seven strategies investors can use to survive periods of uncertainty. Here’s an excerpt from the letter: I think it is best to assume that these scary headlines will be with us for some time, and I also think … Read More
Matt Sweeney: Using “Good Co / Bad Co” To Find Great Investments
In his recent interview with Sunday’s Idea Brunch, Matt Sweeney of Laughing Water Capital explained how investors can find great investments using a “good co / bad co” strategy to analyse companies. Here’s an excerpt from the interview: Sweeney: LWC [Laughing Water Capital] is diversified across what I call the … Read More
Matthew Sweeney: Finding “Ugly Ducking” Companies That Are Actually Swans
Tobias recently interviewed Matthew Sweeney, the Managing Partner at Laughing Water Capital on The Acquirers Podcast. Coincidentally, Sweeney recently released his Q3 2020 Letter in which he discusses how to find “ugly duckling” companies that are actually swans. Here’s an excerpt from that letter: My almost 5 year old son … Read More