1 - My Investment Strategy & Philosophy

Private investor/trader who believes in concentrated portfolio of companies making products/ services the world cannot live without and growing despite the pandemic, politics or any other short-term disruptions.

I call my approach …

2 – “invest in the best, avoid the rest” because I want to focus on growth not fads.

These companies usually have a clear path to profits, execution-oriented management, and massive addressable markets worldwide.

When I buy …

3 – I usually do so with the intention of holding for at least 3-5 years but in some cases for the rest of my investing lifetime.

Usually, along core themes including digitalization of our lives, medical tech, finance and defense/resources.

I tend to …

4 - …avoid fads, IPOs and the like because Wall Street/Silicon Valley hold all the cards and I don’t like being at a disadvantage. Same with retail, travel or recreation stocks where the virus has forever changed the optics.

My analysis …

5 - … is very quantitatively driven with an emphasis on valuation, projection and fractal theory. I believe both the random walk theory and efficient market hypothesis are wrong, despite the fact that they are widely taught as fact.

I favor …

6 - … tactics that give me an edge and will usually pass on a trade or investment unless I have one, no matter how much I like a specific company and even if it meets all other criteria.

I believe …

7 - … in controlling risk before I buy or sell. I accomplish this through position sizing, by selling puts – for entries – and calls – as profit targets. And, so on.

I study …

8 - … history carefully because the markets have a defined upside bias over time which means price action may rhyme even though it doesn’t repeat step for step.

I play offense …

9 – … because being “in to win” is how you win. I focus on being profitable, rather than worrying about being right because I know that’s the better path to profits.

I hedge …

10 - … at all times using a combination of $SPY puts, trailing stops and various options on specific stocks to control risk. I view hedging as an offensive play even though it is a defensive action.

And, finally …

11 - … I post to Twitter because I enjoy the interaction with other investors/traders.

I do not and will not offer individualized investment advice. All investing/trading involves loss. It is your money and your responsibility.