I manage a handful of portfolios, all of which have outperformed the S&P 500 index since inception in 2020. I like to evaluate companies as a business – not a stock ticker – and invest when I judge the market to have significantly mispriced them. I have a degree in Engineering and an MBA, but I’ve learned the most from reading and listening to investors I admire, including Warren Buffet (obviously), Charlie Munger, Phil Fisher and Nick Sleep.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in MKTX over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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