Rule No.1: Never lose money. Rule No.2: Never forget rule No.1.
Warren Buffett
At 3S, we believe in keeping things simple and therefore follow an ABC investment philosophy:
Alignment of Interest:
“You must have skin in the game”
We believe the long term success of any investment rests primarily on the actions of the people involved. How they are compensated plays a big part in dictating their behaviour. We will only make investments where the main stakeholders involved can invest their own capital, and whose performance compensation is linked to the long term performance of the investment. If we make money, we all do. If we lose money, we all do.
Balance Sheet:
“The Best Offence Is A Strong Defence”
Any investment we consider should only require an adequate amount of leverage to generate our expected investment return. At 3S, we value a good nights’ sleep above all and a fortress balance sheet ensures this. It also provides one with the ability to weather any volatility at any point of any market cycle.
Cashflow:
“Cash is Always King”
We focus on investments that compensate us with consistent and regular free cash flow over the life cycle of that investment. This both strengthens our ability to invest for the long term and allows us the flexibility to continually look for new investments as and when they arise.
SAMER S. SIDAWI
Founder
We invest in operating businesses and real estate.
Always incorporate a very strong margin of safety in your entry price.
Ben Graham
Stay within a well-defined circle of competence. You can always expand the circle, but never drift outside of it.
Warren Buffett
Avoiding where others go wrong is an important step in achieving investment success. In fact, it almost assures it.
Seth Klarman
Be greedy when the world is fearful, be fearful when the world is greedy.
Warren Buffett
You are a better investor if you think like a businessman and a better businessman if you think like an investor.
Warren Buffett
Bull markets are born on pessimism, grow on skepticism, mature on optimism and die on euphoria.
John Templeton
The market can stay irrational a lot longer than you can stay solvent.
John Maynard Keynes
You are neither right nor wrong because the crowd disagrees with you. You are right because your data and reasoning are right.
Warren Buffett
Compounding interest is the most powerful force on earth.
Albert Einstein
The unexpected happens far more than one expects.
Focus is about being able to say NO.
Steve Jobs
3S Capital
Office 101, Vakson Building,
Umm Al Sheif,
P O Box 214970, Dubai
United Arab Emirates
Tel: 04 325 9513
Fax: 04 325 8802
Email: info@3scapital.ae