25+ years of relentless study and practice in perfecting small-cap value investing has led to this: the most profitable stock picks in a portfolio designed for high returns with low risk. I invest my own money in my ideas.
MBA from the University of Michigan, former management consultant, and entrepreneur with multiple exits. With 25+ years perfecting small-cap value investing, I bring exclusive, high-growth strategies for building wealth.
I run a fund attempting to emulate Berkshire's success. What better way to do that than to study the history of how the Company was built? I hope you enjoy and are able to pick up a few nuggets of wisdom from Warren & Charlie.
Financial freedom is the goal. Make your money work for you. Let's take you to seven figures.
Ex-professional investor helping other investors | All my own money is invested in the Portfolio
Actionable, data-backed investment insights for long-term investors, financial advisors, and analysts.
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