Education
Conviction Investing
It takes the best stock pickers in the world a few decades of owning hundreds of stocks to find a handful that are worthy of holding long-term.
Apr 13, 2023 · 7 min read min
Education
Three Golf Stories About Investing
Golf is the sport that is most like investing and stock picking. Your opponent isn’t the other players. The opponent is the golf course and yourself.
Apr 6, 2023 · 4 min read min
Education
The Art of Catching Falling Knives
99% of the time in investing you need to be a stoic investor. The other 1% you need to be a savage.
Apr 4, 2023 · 4 min read min
Interview
The Business Brew Podcast with Ian Cassel
I sat down with Bill Brewster to talk microcaps, conviction, patience, illiquidity, quality, value, and more during this hour-long conversation.
Mar 30, 2023 · 1 min read min
Education
Due Diligence - Get On The Ground
Make the extra effort to get on the ground yourself and talk to people. The types of subtleties, emotion, body language, you can only pick up on in person. 99% of investors won’t make the effort to do this, so this is a real difference maker.
Feb 23, 2022 · 5 min read min
Education
Consider Your Competition
There are countless games and strategies that can be played within the investment universe, and success or failure is highly influenced by which game you choose to play.
Oct 21, 2021 · 6 min read min