Take a Break and...Be Patient

Patience

Dear Kindred Readers,

In today’s fast-moving environment, where market volatility, inflation, and shifting global dynamics challenge even the most seasoned leaders, patience has never been more critical.

At LionTree, we believe that strategic patience is a key component of long-term success. It’s about understanding the value of taking a step back to analyze trends, make informed decisions, and avoid reactionary impulses. As we move forward into the unknown, balancing short-term pressures with a long-term vision is essential for navigating complex economic conditions.

By managing volatility both internally and externally, we resist the urge to react too quickly. Strategically applying patience allows us to focus on steady, thoughtful action that leads to more resilient long-term outcomes. It’s not about inaction — it means building resilience while remaining agile, ensuring that every move we make is deliberate and aligned with our long-term goals.

Let’s Take a Break to step back, reflect, and allow our strategies to mature with the patience they deserve.

P.S. — We’re working on making this newsletter the best it can be, and we want your feedback! Simply reply to this email and let us know how we can improve. Only have nice things to say? Forward to a friend! Growing our community is the greatest compliment of all.

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On Our Radar

Kindred Quiz

Which legendary investor is known for his long-term approach to investing and for famously saying: "The stock market is a device for transferring money from the impatient to the patient"?
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Kinsight

“The world is full of foolish gamblers and they will not do as well as the patient investors.”

Charlie Munger

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