Education
A Tribute to Chuck Allmon
The life and lessons of Chuck Allmon.
5 min
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Education
Fearless
When I was younger I would immediately take big positions. If I liked something, I would go all in. I was fearless.
8 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.
4 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.
4 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
3 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.
4 min