Value Investing

IMA is not for everyone. I'm fine with that!

IMA is not for everyone. I’m fine with that!

How great alignment with clients creates the perfect recipe for long-term compounding. (And I get to drive my kids to school.)

Mental Models for Investing - Value Perspective Interview

Mental Models for Investing – an Interview with The Value Perspective

I sat down with the Value Perspective podcast to discuss my value investing approach. Much of the conversation ended up focusing on mental models and frameworks that I’ve found useful in analyzing businesses - and the market as a whole - as a value investor. You can read the transcript or listen to the original podcast interview below.

COVID, Inflation, and Value Investing: Answers to “Millenial Investing”

COVID, Inflation, and Value Investing: Answers to “Millenial Investing”

I was recently interviewed by Millennial Investors podcast. They sent me questions ahead of time that they wanted to ask me “on the air”. I found some of the questions very interesting and wanted to explore deeper. This article is that exploration.

Letter from the Value Investing Mental Asylum or How I Embraced Stoics

Letter from the Value Investing Mental Asylum or How I Embraced Stoics

Albert Einstein defined insanity as “doing the same thing over and over again but expecting a different outcome.” I can relate to this on some level. I share with you why I am not writing this from a mental asylum. I found solace in Stoicism.

Free Value Investing Curriculum for College Students

Free Value Investing Curriculum for College Students

An announcement that should be of interest if you are a college student with a passion for value investing.