Why subscribe?

This substack will explore how I manage portfolios, general thoughts on investing, and will feature some write-ups of specific stocks that I’m interested in.

I generally specialize in larger, well-run companies that allocate capital well, as I’m looking to buy and hold things that can compound their investors’ money at good rates of return over long periods of time.

It will always be free, as I write in order to get good feedback from smart readers like you!