I am passionate about building industry-dominant businesses and helping leaders and students exceed their potential. I actively invest across geographies, asset classes, and industries, serving as a strategic partner to family offices, private equity firms, institutional
Summer Reading: Ultimate Guide To The 25 Greatest Investment Books Ever Written
The books the world's most successful investors, legendary fund managers and billionaires have read to build their fortunes.
LeBron James, Ken Fisher And The Art Of Multigenerational Success
Generational wealth building is about passing on knowledge and values. LeBron teaches Bronny the business of sports, Phil Fisher inspired Ken to build a $12 billion empire
Manulife, Prudential, MetLife: Undervalued Insurance Giants With Private Market Exposure
Undervalued insurance stocks offering strong dividends and access to alternative investments.
CrowdStrike, GoDaddy, KKR Jump On S&P 500 Inclusion: How To Profit From The Index Effect
Active investors watch CrowdStrike, GoDaddy, KKR join S&P 500. Why the Index Effect, a documented phenomenon, may offer short-term outperformance opportunities.
Dell's Earnings: What It Means For The 2024 Market And AI Stocks
Dell's earnings reveal AI server demand surge, but margin pressures worry investors. Rotating into undervalued stocks like energy companies could offer better returns.
Dow Hits 40,000: On The Road To 1,000,000?
Despite widespread predictions of economic turmoil, including a recession and surging unemployment, the U.S. economy has demonstrated remarkable strength.
JPMorgan And Citigroup: Undervalued Giants Poised For Market-Beating Returns
Their solid performance highlights the sector's adaptability and points to potential buying opportunities for astute investors.
Warren Buffett’s Top Jockeys: For The Kentucky Derby And Berkshire Hathaway
The first Saturday of May marks two significant events: the Kentucky Derby and the annual meeting for Berkshire Hathaway.
Amid Global Uncertainty, Dimon Sees 8% Rates. Is $3,000 Gold Possible?
Despite the current strength of the U.S. economy, characterized by low unemployment rates, growing earnings, and record-setting stock markets, J.P. Morgan's CEO, Jamie...
Stocks Surge In Q1: CEOs Bullish On Economy, Election Outlook
If the first quarter's impressive performance is a harbinger of things to come, investors have ample reason to remain bullish.