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Insights That Move Capital and Minds
Explore perspectives on investing, entrepreneurship, fundraising, philanthropy, personal growth, and family office leadership — all grounded in real experience, shared to enable the next generation of decision-makers
Charlie Munger’s Influence: Building a Rational, Independent Mindset
When it comes to making investment decisions, I like to think of myself as embodying the logic and discipline of Spock, the Vulcan from...
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Beyond the Numbers: How Philip Fisher Taught Buffett to Evaluate Management
When we think about investing, we often zero in on financial metrics—earnings, revenue growth, and price-to-earnings ratios. But one of...
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Investing with a Margin of Safety: Graham’s Key to Risk Reduction
When it comes to managing risk, one of the most valuable lessons I’ve learned is Benjamin Graham’s principle of the “margin of safety.”...
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Growing Wealth by Giving Back: Buffett’s Legacy of Philanthropy
As someone who works with clients to build and protect wealth, I’ve seen firsthand how financial success can bring a deep sense of...
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A Lifelong Journey: How Buffett’s Continuous Learning Shaped His Investment Philosophy
One of the most powerful lessons I’ve learned from Warren Buffett is the importance of continuous learning. While many people see...
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Creating Your Own Luck: Buffett’s Approach to Strategic Planning
When people talk about Warren Buffett’s success, they often chalk it up to luck. “He invested in the right companies at the right time,”...
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Starting Small, Thinking Big: How Buffett’s Humble Beginnings Shaped His Vision
When I think about Warren Buffett’s journey, one lesson always stands out: starting small doesn’t limit potential—it can actually be a...
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Why Warren Buffett is a ‘Five-Sigma Event’: Lessons in Rarity, Skill, and Balance
When I first began studying Warren Buffett’s methods, it quickly became clear that his success wasn’t just a matter of making smart...
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Analyzing Market Opportunities: How Your Circle of Competence Shapes Your Perspective
One of the most important things I've learned over my years as an investor is that my circle of competence doesn't just limit what I...
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Can You Grow Your Circle of Competence? How to Stay Grounded While Learning New Areas
One of the most exciting parts of being an investor is that there is always something new to learn. Expanding your circle of competence...
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What Is a Circle of Competence, and Why Does It Matter in Investing?
One of the best lessons I’ve learned in my investing journey is to stick to what I know—what Warren Buffett calls the circle of...
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Understanding the Importance of Cash Flow in Value Investing
One of the most crucial lessons I’ve learned throughout my investing career is the significance of cash flow when evaluating a company....
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How to Develop a Margin of Safety in Your Portfolio
One of the most important lessons I’ve learned in my investing journey is the concept of a margin of safety . It’s a simple idea but one...
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Why Warren Buffett Says All Sensible Investing Is Value Investing
One of the quotes from Warren Buffett that has stuck with me throughout my career is, “All sensible investing is value investing.” It’s...
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Understanding Mean Reversion: How Cycles Can Help You Time Investments
If there’s one concept that has consistently helped me find good investment opportunities, it's mean reversion . The idea that, over...
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The Value of Independent Thinking: How Successful Investors Stay Ahead
One of the most important lessons I've learned in my investing career is that independent thinking is key to staying ahead of the crowd....
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Why Understanding Market Inefficiencies Is the Key to Finding Undervalued Stocks
One of the greatest realizations I’ve had in my career as an investor is that the market is not always right. In fact, understanding...
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Learning from Mistakes: How Value Investors Turn Failures Into Successes
If there’s one thing I’ve learned during my investing career, it’s that mistakes are inevitable. No matter how much research you do or...
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The Different Flavors of Value Investing: Finding the Strategy That Works for You
When I first started investing, I thought value investing was a one-size-fits-all approach. Buy stocks that are cheap compared to their...
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Behavioral Discipline in Investing: How to Control Emotions and Make Rational Decisions
Investing can feel like an emotional rollercoaster. The excitement of gains, the fear of losses, the temptation to follow the crowd—all...
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Why Intrinsic Value is the Key to Successful Investing: A Personal Perspective
In my years of managing investments, both for myself and my clients, I’ve realized that there is one crucial principle that has...
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Leveraging Rights Offerings in Spinoffs: How Investors Can Benefit
Back when I first started diving into the world of spinoffs, I came across an interesting concept: rights offerings. It wasn’t something...
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Capitalism Unleashed: How Spinoffs Foster Entrepreneurship
When I was in business school, I had one of those moments that stick with you forever. I attended a talk by a successful hedge fund...
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Spinoffs vs. Acquisitions: A Comparative Look at Value Creation
When it comes to creating value for shareholders, spinoffs and acquisitions are two very different but powerful tools. Over the years,...
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