I arrived at Yellowstone National Park, United States yesterday and took this amazing shot today.

Living in a lodge amidst all this nature, it offers a sense of quietness that I find beneficial to value investing. Given the advancement of technology, we are constantly connected to the constant flow of financial news and information where it reaches a point that it becomes noise. This definitely can be seen in recent markets where it becomes a little crazy with indexes fluctuating approximately 2% each day.

Perhaps given how busy I have been over the last month setting up the new company (more on that later) and meeting investors just for chats, I have not been able to introspect. Hence, being here  offers a respite from all that. With regards to value investing I find being able to find some peace and reflect on past mistakes or investment decisions crucial ...