Constantia Investment Partners

Human Bums on Actual Seats

Seeking durability in strange times.

Feb 1 • Daniel Gerdis

3

1

May 2025

Going Slow to Go Fast

In praise of slack.

May 18, 2025 • Etienne Vlok

March 2025

That's A Lot of Goats

How to win a car with one easy* decision. (*Ease may vary).

Mar 28, 2025 • Etienne Vlok

(U)UU and You

Financial distress does not model well (a.k.a. "everyone always makes money in Excel!")

Mar 24, 2025 • Etienne Vlok

1

Stay Paranoid

Never fall in love with your own ideas.

Mar 11, 2025 • Etienne Vlok

Game Selection

In investing, choosing easy games against disadvantaged opponents may matter more than you think.

Mar 6, 2025 • Etienne Vlok

2

February 2025

G'day, World!

In search of worldly wisdom.

Feb 22, 2025 • Etienne Vlok, Andrew Strasser, and Daniel Gerdis

2