Value investing with an edge. I help you find underfollowed and undervalued small-cap value stocks, then build Kelly growth optimal portfolio to maximize returns. Free previews. 1-10 reports per month for paid subscribers.
Investor with a plan. I don't believe in efficient marketsโthere are always opportunities to win, and I find them. MBA from the University of Michigan. Former management consultant and entrepreneur with multiple successful exits.
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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