Welcome to Unconventional Value
I write two letters a year on my investments, performance, and relevant ideas. Other research and articles are episodic. I consider this a public extension of my investing practice, so understanding who I am and how I think as an investor should help you determine if you might be interested in reading.
A few notes:
I have no strict rules, but a few principles guide my decision making.
My time horizon is measured in decades.
I gravitate towards a concentrated portfolio.
I view investing as an art, with some more scientific components.
I think drawing insights and forming judgments on what can’t be strictly measured is more important than analyzing the immediate financials.
I think markets commonly misprice change.
I believe unique and proprietary data is a lasting advantage in AI.
I believe it is still day one in the business of the internet.
All feedback is welcome. Disagreements are encouraged. Drop a comment or reach out on Twitter with any questions.
