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Apr 18, 2024

Despite weakness in cable stock prices, our thesis on Charter Communications (CHTR) and Comcast (CMCSA) has not really changed. We made a small, superficial change in the portfolio.

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Apr 12, 2024

One of my principles in life is to have a net positive impact on the people I touch. If every single stock I discussed only went straight up, I wouldn't have to worry about it. But this is not how life works.

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Soul...


Apr 4, 2024

You don’t have to worry about the market and its crazy valuations. That’s your neighbor’s problem, not yours. In building your portfolio, we are aiming for resilience.

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Soul in the Game -


Mar 28, 2024

Today EV sales account for a tiny rounding error of total global car sales. Can traditional automobile companies successfully transition to making EVs?

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Jan 18, 2024

This is my fireside chat with the CFA Society in Richmond, Virginia. We discussed the power of writing, stoicism in investing, and becoming the best investor you can be. 

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Soul in the Game -