My journey began in theoretical physics under a future Nobel laureate. Each morning, I faced a blank sheet of paper—no computers back then! – in search of ideas and inspiration. The discipline, problem-solving skills, and intellectual challenge of achieving, presenting, and defending results have stayed with me ever since. Books, articles, and dissertations were the net returns.
I moved into business to better support my family, earning a business degree along the way and excelling in financial and investment courses. I aspired to become an investor, but initially could not afford it. After a successful career with leading high-tech companies, I ran my own business for 15 years before finally becoming a full-time investor.
Writing complements investing by offering a way to share and refine ideas with like-minded people. I first wrote on Seeking Alpha, gaining over 5,000 followers, then moved to Substack to write without editorial constraints.
Today, I live off my investments, which means balancing returns with careful risk management. Through my writing, I aim to help others on a similar path, sharing insights on individual companies and portfolio strategies.
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Here are some of my publications for you to judge.
Magician Apollo Transforms Life Insurance
In March 2021, I saw news of alternative asset manager Apollo Global (APO) announcing its merger with life insurer Athene (then a publicly traded company, ATH). The transaction, structured as an exchange of ATH shares into APO, caught me by surprise. At the time, I had been a long-term holder of another alt manager Brookfield (BN, BAM), actively follow…
A Primer on Alternative Asset Managers
Alternative (“alt”) asset managers offer some of the most exciting opportunities for investors. A few of my top picks in this sector saw gains of 5-9% following Election Day. Yet, it’s their long-term potential over the next decade that makes them truly compelling.
Buffett's Letter, Geico's Revival, and the Ongoing Rivalry with Progressive
The just-released annual letter by Berkshire Hathaway’s (BRK.A) (BRK.B) Chairman and CEO Warren Buffett seems sad as I sense a note of farewell. Especially in this sentence: “At 94, it won’t be long before Greg Abel replaces me as CEO and will be writing the annual letters.”
