My essays and podcast episodes discussing investing, family wealth, stock picking, and more. I READ ALL MY EMAILS. NEVER INVESTMENT ADVICE. For full disclosure, please refer to Blue Infinitas Capital, LLC website.
I’ve chosen to dedicate this publication to one mission: to study how Warren Buffett and Charlie Munger built Berkshire Hathaway and humbly attempt to recreate that process in my own way. Managing over $2 million today, I see this as the very beginning.
Building a long-duration high growth portfolio of companies, looking to outperform the QQQ for the next 7 years. In depth stock analysis and portfolio management thoughts.
A value investing newsletter where I analyze financial statements, highlight capital allocation decisions, and estimate intrinsic value of companies that I am interested in. Additionally, I track the performance of my stock portfolio.
Contrarian Investor Media gives voice to those who challenge a prevailing narrative in global financial markets. This our premium account, which features the Daily Contrarian briefing published most market day mornings.