“The simpler it is, the better I like it.”
Peter Lynch

---

Equities

Peter Lynch, a renowned portfolio manager, used a 90-second egg timer during stock pitches. If the analyst couldn’t hold his interest in that time, they’d be cut off. If you can’t describe the investment idea simply using a crayon to a 10-year-old in 90 seconds, you need to rethink your approach. The world isn’t built on tiny details but on stories. Most people try to analyze every little piece, but the real skill is in understanding the broader picture and weaving a compelling story from a few key elements.

Contact:
Thomas Seravalli
TS@seravalue.com

---

“I don’t look to jump over 7-foot bars: I look around for 1-foot bars that I can step over.”
Warren Buffett

---

Real Estate

Coming Soon.

---

“My take has always been that you’re likely to make the most money with the ideas that are the simplest.”
Mohnish Pabrai