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by Jeff C. Johnson


The Right Place at the Right Time

How can an investor be in the right place and just the right time? The summer before my senior year in college I got married. I had been living in campus dorms, and when I started looking for an apartment, I realized how tight the housing market was in the central Nebraska town where I...

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by Jeff C. Johnson


It Takes a Team

Michael Jordan, the Manning brothers, Roy Keane, and a long list of other icons revered for their standout accomplishments in sports, business, and even government have also had strong teams behind them. If we are to believe the stories, these leaders nudged everyone in their organization to their maximum best in pursuit of the best...

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by Jeff C. Johnson


When Your Wants Exceed Your Resources: Plan B

Most people who invest, I’ve learned over the years, develop some vision of what life will look like for them in the future. It’s not always focused and clear, but there is some idea of what the future could hold for them. Some wish for an early retirement or international travel or second homes. Others...

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by Jeff C. Johnson


When You've Got It Made in the Shade

 In a 2005 edition of the New Yorker, Kurt Vonnegut, the author, shared a story in poem form about a conversation he had with another famous author, Joseph Heller. Here’s my paraphrase: Heller and Vonnegut were at a party given by a billionaire. Vonnegut said, “Joe, how does it make you feel to know that...

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by Jeff C. Johnson


Speculations, Side Deals, and Seeking Excess Returns

My brother and one of our closest lifelong friends have been my office partners for many years; we’ve been working together since the mid-1980s. Boy, could I write a book about our time together … and I have! We’ve seen some changes through the decades. We refined and refocused our strategies for clients all with...

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