I have never tried to be original. I can learn and clone most successful investing strategies. I just do what already works. I learned this from Mohnish Pabrai. "Standing on the shoulders of giants"

The smaller the market cap of the company, the more research you should do. Analyzing a $1T company is much different than analyzing a $100M company.

More CEOs should write letters like this

If you know, you know! Great post.

Advice from some insanely successful mentors. If you want to achieve true wealth: - Need to be exposed to equity (build something) - Align with great people (always your best investment) - Unleash duration Too much focus on ideas. People and time matter equally if not more IMO.

Went to an event yesterday where Mark Leonard (founder/ceo of Constellation Software $csu) was the keynote speaker. The discussion was around general business/career advice. Sharing some of my notes:

You have to study great stocks, great businesses, and great leaders. Hundreds of them. Put in the reps so you develop pattern recognition - and then go find them when they are small.

Markets - Great lessons to learn from the last couple of days and even more so from the last couple of years. For now, lets go Virginia Men's Basketball & VCU Basketball!

I would love to learn more about this. Quality banks seem to have sold off as well because of SVB. Jason Hall

I am excited to host this session with Ian Cassel tomorrow! $ISDR is a high-quality microcap with a strong track record of value creation for its shareholders.

The easiest way to budget in 2 steps: 1️⃣ Add up your after-tax monthly income (e.g., $8,000). 2️⃣ Allocate it: 50% Needs ($4,000) 30% Wants ($2,400) 20% Savings/Debt Paydown ($1,600). Bonus: Set up automatic payments for savings to stay on track!