Presentation
Presentation – Investing is Hard
I gave this presentation at the Smallcap Discoveries Conference on October 18, 2018.
Oct 20, 2018 · 1 min read min
Education
Winning It Back
It’s human nature when you lose money quickly you want to make it back twice as quick. During these times it’s important to slow down, keep focused, and stick to your strategy.
Oct 2, 2018 · 3 min read min
Education
You Aren’t Going To Be Right All The Time
When you are trying to find great businesses early, intelligent fanatics early, before it’s obvious in the financials, you aren’t going to be right all the time. You need to accept this.
Aug 17, 2018 · 4 min read min
Education
A Tribute to Chuck Allmon
The life and lessons of Chuck Allmon.
Jul 10, 2018 · 5 min read min
Education
Fearless
When I was younger I would immediately take big positions. If I liked something, I would go all in. I was fearless.
Jul 3, 2018 · 8 min read min
Education
The Best Defense is a Quality Business
The luckiest part of my investing career is that I’ve been old enough (37) to have emotionally invested through two bear markets (1999-2001 and 2008-2009) but still young enough to take advantage of the lessons learned.
Jun 25, 2018 · 4 min read min