Month: March 2019

Changing World: Food Delivery

March 17, 2019 Growing up, the only foods I ever had delivered was pizza and occasionally Chinese food since that was pretty much all that was available. However, in the past few years, online food aggregators have dramatically improved our access to food delivery. We can now order from thousands of restaurants representing virtually all […]

Growth is Value – February 2019

Growth is Value Somar firmly disagrees with the conventional distinction between “growth” and “value” styles of investing. They are not mutually exclusive. In fact, growth is an ingredient for value creation. We believe this misperception opens opportunities for long term investors who have the skill, discipline and staying power to invest in mispriced growth opportunities. […]