Some of the most important investment decisions are the ones we decide not to make.
Majolica Real Estate
Short reflections by Rabih Halawi, Managing Director, on judgment, patience and the way decisions are made.
Some of the most important investment decisions are the ones we decide not to make.
Correct forecasts don’t protect you from a bad decision. Structure, timing, leverage and exit are decisions layered on top of a market view.
Hesitation isn’t a neutral position. It has a cost, even when it doesn’t feel like one.
Relationships that endure are rarely built on the transactions themselves. They are built on the moments when there was nothing immediate to gain.
Successful investing isn’t about seeing more opportunities. It’s about recognizing the right opportunity for your objectives.
A decision is only as strong as the evidence behind it — not the confidence behind it.
Experience gives us confidence in our judgment. But it should also teach us when another perspective may be worth hearing.
Choosing one path means letting go of another. Good decisions aren’t the ones without trade-offs; they’re the ones where we’ve taken the time to understand them.
Decision Notes · No. 005 Over the past few weeks, one question has come up more than any other. "Should I wait before buying?""Should I sell now?" These are completely understandable questions. Periods of geopolitical and economic uncertainty naturally make investors pause and reassess. One lesson I've learned over the years is that the right decision is rarely the same for every...
Decision Notes · No. 004 Over the years, I've had the privilege of working with investors through periods of optimism, uncertainty, financial crises, and remarkable recoveries. I've also learned some of my own most valuable investment lessons the hard way. Looking back, I realise that experience alone doesn't make better investors. There were times when I lived through market cycles without...
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