Farnam Street Investments April 2020 Commentary: Big Data

Farnam Street Investments commentary for the month of April 2020, briefly discussing their investment game plan. Q1 2020 hedge fund letters, conferences and more “If you are uneasy, welcome to the club.” – Charlie Munger on 2/12/2020, before everything hit the fan Life comes at you fast. Volatility came roaring back to the markets in an historic fashion. We sent out a Special Update on March 16th explaining the investment game plan. I won’t fully rehash it here, but the short answer is opportunistic gradualism. We’ll slowly accumulate businesses we’ve coveted for years as prices come to us. I’m hesitant…