Themes in Investing

This book covers my recent investing experiences, some good and some bad. All my investment decisions are based on educated guesses. They're not after-the-fact facts which would do us no good in making money. However past experiences will give us better education for the next guesses. In general, the better the education, the better chance the guess will materialize.

Looking for the next theme could be very profitable and sometimes protective. The recent theme is seeking the bottom of oil pr...