Welcome to Unconventional Value
This is a public extension of my investing. Understanding who I am as an investor is the first step to understanding if you might be interested in reading:
I have no strict rules.
I gravitate towards a concentrated portfolio.
I view investing as an art, with some more scientific components.
I bias towards inaction. My time horizon is measured in decades.
I think drawing insights and forming judgments from what can’t be measured is more important than analyzing the immediate financials.
I think markets commonly misprice change.
I believe it is still day one in the business of the internet.
I write two letters a year, partnership-style, and share other ideas and research episodically. All feedback is welcome. Disagreements are encouraged. Thanks for following along, and drop a comment or reach out on Twitter with any questions.
