SUMMITHow many of your successful investments have occurred on the timeline that you originally predicted? How many times do you ever remember saying, “Well that happened a lot quicker than …
Think Different and Better
Buffett does it his way while Schloss did it another way. Ichan does it his way while Lynch does it another way. Tepper does it his way while Andreessen does …
Are You Prepared?
In rising markets, it’s easy to nonchalantly talk about risk, patience, and the conviction necessary to hold through volatility. But you will eventually be tested. There will come a period …
Turning Over the Most Rocks
I’m a big fan of Peter Lynch. One of my favorite Peter Lynch quotes is: “The person that turns over the most rocks wins the game.” – Peter Lynch When I …
Small Things that Make a Big Difference – Peace of Mind
In the moment, it’s hard to understand why we go through hardship. Only years later after you’ve persevered, do you look back and realize the obstacle or struggle you faced …
Investing is an Art, Not a Science
“Investing in stocks is an art, not a science, and people who’ve been trained to rigidly quantify everything have a big disadvantage.” – Peter Lynch What I like about the …
Trusting Management and the Limitations of Research
One of the things I have learned through my years of investing is that there are limits to the usefulness of research and there is a point of diminishing returns. …
What Matters Most
I realized early in my investment career that I neither had the mental horsepower nor the will power to apply complex mental models and robust 300-line item investment checklists, while …
Investing Mastery Through Deliberate Practice
In 2010, Dan McLaughlin was a 30 year old commercial photographer who after much thought, decided to enlist himself in a 10,000 hour experiment of his own design. He wanted …
Small Things that Make a Big Difference
“It’s often the small things that no one sees that result in the big things that everyone wants” – Craig Groeschel I have invested in over 100+ companies over my …