Wednesday, July 30, 2014

East Coast Asset Management Q2 2014 Investment Letter - Horse in Motion

Link to: Horse in Motion
In our second quarter letter you will find our portfolio update and general market observations. Each quarter we highlight one component of our investment process. This quarter, in the section titled Horse in Motion, I will discuss the value of an ownership mindset and how it plays an integral part in a compounding triumvirate with a good business and an effective operator.