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
Education
Invest in Owner Management
The smaller the company the greater the emphasis investors should place on selecting the right founders and CEO’s. I try to find and invest in intelligent fanatics early.
May 9, 2018 · 4 min read min
Education
Oh the Stocks You Will Buy
We are entering the graduation season which of course is the time of commencement speeches. It makes me reflect on
May 4, 2018 · 3 min read min
Education
Investing is Hard
Bernard Baruch once said, “Nobody ever lost money taking a profit.” I don’t know about that. Investing is hard.
Mar 19, 2018 · 4 min read min
Education
How Do You Know that Management is Competent?
Management competence is a significant factor that investors should research about a company prior to investing. To be more specific, I mostly mean the CEO.
Mar 7, 2018 · 5 min read min