About Me
Who I am and what to expect
To whom it concerns,
Welcome to my Substack! However you may have found it, I hope you gain value from it.
I am not a writer by trade, but I have ideas to explore and aim to improve them with time. This is as much an attempt to provide value to you, the reader, as it is a way of working through and clarifying my own thoughts and observations.
A little about me: I picked up The Intelligent Investor in high school and to be honest, much of what Graham said went over my head, but there was one thing I knew. I wanted to be a professional investor, and that value investing was how I wanted to go about it.
I later attended a state college, unaware of the “target” schools that Wall Street firms recruit from. Still, it had a finance program and was near my hometown so that was good enough for me.
Throughout my college courses, I found myself always looking forward to the next course “oh capital budgeting is going to be awesome”, “Oh principles of portfolio management is going to be great” but I was generally disappointed. The curriculum leaned heavily on quantitative methods, leaving fundamental analysis as a brief afterthought - just a couple of weeks - and value investing wasn’t even mentioned.
This led me on a journey of self-education on the topic. I was introduced to Munger’s way of thinking (great companies at fair prices rather than fair companies at great prices) and his philosophy of continual learning and creating mental models and have been enamored with it ever since.
Recently, I have dove into the world of reading and studying philosophy, and I find that much of what is relevant in our society was discussed by many great minds in the past. I am by no means an expert, but rather a beginner in this realm and will never be an expert, but one of the teachings that I find most applicable in life, is Socrates’ perpetual seeking of the truth, no matter what that truth is, and only engage in discussion with those who are willing to accept a new truth when their beliefs have been disproven just as I must be willing to do the same.
This is what I am looking for on this blog - an honest discussion rooted in facts and logic to attempt to find the truth; no matter what the end result is.
I will write about what I believe are undervalued companies, overvalued companies, companies whose management destroyed shareholder value, and much more.
Join me as we wrestle with ideas, challenge assumptions, and chase the truth - wherever it leads.
Best,
TSC