About

For the previous 10 years, I was the lead portfolio manager for a concentrated equity strategy focused on high-quality companies. Companies with the best business models in the world that could consistently generate high returns on invested capital and compound cash flow at high rates of return.

I was also in charge of writing letters to our clients detailing why we invested in the companies we did.

I've stepped away from professional portfolio management but I miss writing about stocks and investing. I started this website/newsletter to fill this void and to help others identify high-quality investments.