For the previous 10 years, I was the lead portfolio manager for a concentrated equity strategy focused on high-quality companies. Companies with the best business models in the world could consistently generate high returns on invested capital and compound cash flow at high rates of return.

I was also responsible for writing letters to our clients detailing why we invested in the companies we did.

I've stepped away from professional portfolio management but I miss writing about stocks and investing. I started this website/newsletter to fill this void and to help others identify high-quality investments.

What to Expect

Once a month you'll receive the following:

• A breakdown of one high-quality company and the factors that give it a competitive edge

• The lessons learned from my favorite investment books

• An article on how to improve your investing process and make you a better portfolio manager.

Weekly

Every Sunday, I'll email you links to the best investment content I read, listened to, or watched during the week.

Premium Subscribers

Once a month premium subscribers receive a detailed recommendation of a high-quality company trading at a great price.