My thought process in making investment decisions.
It was my childhood dream to build my career in investment and I am glad I still enjoy it as much as when I was a kid.
Valuation. Business analysis. Investing. Finance meets curiosity, creativity, and skepticism.
Following on my book, "Going Down Tobacco Road," about the R. J. Reynolds empire, I will share stories about the industry and its people. Occasionally, I will add thoughts on investing.
Institutional-grade research, at retail prices.