I’m an avid investor who has learned that success comes from investing in ways that align with your personality and purpose. My approach focuses on contrarian, early-stage, undervalued, and distressed opportunities.

I balance my portfolio between dividend-paying positions and investments with solid fundamentals but underappreciated or undiscovered catalysts. My current areas of focus include community banks, industrial components, SPACs, and LATAM startups. Most of these investments require multi-year time horizons for the thesis to fully play out.

I also enjoy brainstorming new investment ideas and emerging industry themes that can surface overlooked opportunities. Value-based investing is a critical discipline—because while you can bend many rules, you cannot break the laws of finance and economics.

Here, I share thoughts and ideas on my investments and the broader stock market.