Insights
Learn with Me
For aspiring analysts to seasoned professionals, my courses deliver practical, results-driven knowledge in equity research, valuation, and investment management”
Generating a 28% Return: Investment Advice from Students with the Babson College Fund
Collaborating from around the world, this group of undergraduate and graduate students lives this phrase.
Beyond Rate of Return: Babson Changes Investment Strategy
Spend time in Babson’s classes or with the College’s students and professors.
My Best Guess at Apple’s Value
We valued Apple in my Financial Markets and Instruments class in November 2017. Afterward, I recorded a short video outlining the valuation process used.
The Investment Checklist: The Art of In-depth Research
Many value investors use checklists as part of their investment process. Perhaps the most notable is Monish Pabrai.
My Investment Checklist
I recommended Michael Shearn’s Investment Checklist: The Art of In-depth Research. A good checklist is short but not too short.
Problem solving
It’s not that I’m smart. I just stay with problems longer.