About this blog

My investing adventure started many years ago while having casual conversation with a former colleague and good friend of mine (and also former bond trader) who first recommended I get into Jim Cramer’s books,m when I mentioned I was interested in investing. After reading all of his books I was hooked. I went on to read everything I could about investing and finance as well as other tangential topics like psychology, neuroscience, history of markets and trade, options, commodities, business fundamentals, etc. However, I finally found a style of investing that spoke clearly to me and that was value investing, courtesy of Warren Buffett. I’ve read all of his annual shareholder letters, a biography on him as well as the Intelligent Investor by Ben Graham and Poor Charlie’s Almanack by Charlie Munger. These guys are my investor heroes and my inspiration for creating this blog.

The purpose of this blog is simple. I wanted to share my own experience and the insights I’ve gained through not only by studying the world’s best investors, but also having created my own successful portfolio over the years as I thought this information was far too valuable not to share with my family and friends. The blog will cover a variety of investing related topics such as: The process and criteria I use to screen, identify and subsequently invest in “best in class” companies, my investment philosophy approach, the psychology of investing, recommendations (only ones that I personally will take positions in), insight on both short-term, but mostly long-term investing strategies, risk management strategies, financial jargon and mental models with which to think about investing all with the goal of helping you become a more savvy investor.

By sharing this knowledge, I aim to help the average investor build the confidence needed to empower them to make wise (or wiser) investing decisions while also demystifying the ridiculously complicated world of investing. I hope that you find this material both insightful and applicable and look forward to guiding you towards your goals of financial freedom. To follow on Facebook, see my page here: https://www.facebook.com/theperceptiveinvestor/ 

Happy investing,


2 thoughts on “About this blog

  1. Hi, I came to your blog from your Quora answer. I was wondering if you could give me a booklist on how to improve the screeners. I read Grahams book Intel Investor. Currently, reading market wizards and found some appealing strategies. However, i don’t know what else i can add to my booklist.



    1. I really liked Ahead of the Market (https://www.amazon.com/Ahead-Market-Method-Spotting-Economy/dp/0060099682/ref=sr_1_fkmr0_3?s=books&ie=UTF8&qid=1513633465&sr=1-3-fkmr0&keywords=zacks+rank+stocks) by Mitch Zacks.

      Also, I like to use Morningstar’s data and see which companies have been growing ROIC. Their calc is not perfect, but it’s a good starting point if you’ve got an industry you want to focus on.

      I personally also like Chris Begg’s work on how to look at companies. You can find his newsletters here: http://www.eastcoastasset.com/category/quarterly-letters/

      Lastly, follow the Manual of Ideas on Linked In or subscribe to their newsletters. Also a solid community of smart investors to learn from.


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