Education
Understanding and Assessing SmallCap Boards
Assessing management and the board are a big part of my investment process.
Oct 5, 2021 · 1 min read min
Education
An Essay on Investing in Small Stocks
There are a bunch of small stocks that will 10x over the next five years that are waiting to be found. Institutions can’t buy them. Only you can.
Sep 2, 2021 · 12 min read min
Education
Always Be Thinking Ahead
If you aren't excited about the future, you are in the wrong investments.
Jan 15, 2021 · 4 min read min
Education
Portfolio Turnover is the Price of Progress
Peter Lynch had 300% turnover per year in the early years of the Magellan Fund. Joel Greenblatt had similar turnover at Gotham Capital. Even Warren Buffett’s public company portfolio ranged between 50-100% turnover per year during his first three decades
Oct 3, 2020 · 5 min read min
Education
Deserving It
It’s frustrating watching investors get a better price than you when they did half the work you did. You did the work. You held on when no one else would. You deserve to gain the most for what you’ve been through.
Jun 18, 2020 · 2 min read min
Education
How Are You Different?
Just like a fingerprint each one of us will be different. Don’t be afraid to be unique. Be afraid if you’re not.
Mar 3, 2020 · 2 min read min
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