Firstlight Management’s AJ Secrist describes his basic approach as fundamentals-first activism. “I’m a fundamental analyst at heart. But I’m also looking to engage with management teams and boards to add idiosyncratic value on top of that by partnering with industry executives who provide unique intelligence and immediate credibility with the target-company boards.” Each investment is then structured as a separate investment vehicle in part so they can then add these executives as partners and directly compensate them through the P&L of the vehicle. This structure also alleviates the pressure to deploy capital into sub-optimal ideas. “I can wait forever for fat pitches. I don’t need to deploy capital into or do any ongoing maintenance on mediocre ideas. I can just take big swings at those special opportunities that only materialize a few times per year.” So what “big swings” is AJ taking now? $KNF $SHC https://lnkd.in/eAfTTbaG #valueinvesting #stockresearch
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Conversations about investing can be complex and can seem black and white. At the start of any conversation, it is helpful to sit down with your advisor to connect your life experiences with investment principles. In this article, our partner at Dimensional Fund Advisors Chairman and Co-Founder David Booth shares how the lessons associated with uncertainty, planning, flexibility, compounding and simply just living life can translate into a rewarding investing experience
Dimensional: Lessons for a Rewarding Investing Experience
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Are you a private investor with an interesting story to tell? Get in touch for the chance to share your experiences and to explain why you started investing in the first place @SHARESmag https://lnkd.in/e6JEQQgv
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How do pensions and endowments invest? Most are using alternatives…….learn how to invest using non correlated options…..diversification is key. We are super excited about this one!
We are so excited to host an evening with Brian Pawlowicz! Brian is a Senior Vice President with Capital Solutions Group with over 25 years of experience in the financial services industry. We hope you can join us for a great dinner and a look at investment trends and insight into alternatives with Brian!
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How do you expose the mediocre, substandard companies in the investment universe? It’s simple. Time. Perhaps Warren Buffett most eloquently made this observation: "Time is the friend of the wonderful company, the enemy of the mediocre.” The measurable financial benefits of this approach are becoming better recognized by the world's most prominent funds management and private equity businesses. Regulatory codes are beginning to be rewritten to re-engineer the basic tenets of shareholder primacy to include a broader view of “stakeholder capitalism” that emphasizes the long term as a means of making better business decisions. It is a fascinating trend that is gathering momentum, and any serious investor or capital allocator should consider it. Which company comes to your mind when you read the Buffett quote above? #PrivateEquity #WarrenBuffett #StakeholderCapitalism
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Warren Buffett’s crucial rule: "We don't have to be smarter than the rest. We have to be more disciplined than the rest." One of the biggest misconceptions investors have about investing: They believe intelligence is the top skill. Of course, intelligence can be an invaluable asset. But it needs to be paired with a few others. What's intelligence without: • Humility? • Emotional discipline? • A desire to continually learn? It's largely useless. (And you could argue intelligence without other traits like these actually becomes a liability to your investments.) Something worth keeping in mind. Today & always. P.S. If you enjoyed this, you would love The Saturday Shareholder newsletter. Get 1 lesson on investing & decision-making to help you make sound decisions. Every Saturday, in 6-minutes or less. Join (free) here: https://lnkd.in/g56-prSb
The Saturday Shareholder
investment-wisdom.beehiiv.com
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In this insightful and fascinating Investing Matters interview, the multi-award-winning Fund Manager and international bestselling author Lee Freeman-Shor shares his take on investing psychology, biases that impact even professional investors, why price targets are bad and much more. Listen here 🎧 ⬇️ https://lnkd.in/eCprEjFA #Investing #InvestingStrategy #FundManagement
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You've probably heard this one before: "We don't think we were wrong, we think we were early." It's a classic explanation from active portfolio managers, but it rings the alarm bells for investment consultant Evan Frazier, CFA, CAIA. In our new blog, Evan and veteran manager selector Joe Wiggins share their favorite manager due diligence questions — and how to answer them. Link in the comments below. 👇 #BehavioralAlpha #DecisionAttribution #ManagerSelection #Investing
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Get a view of the Market Landscape with moderator Stacey Gilbert Chief Investment Officer, Glenmede Investment Management and panelists Meaghan Dugan, Head of Options NYSE, Steve Sosnick, Chief Strategist, Interactive Brokers and Patrick Zielinski, CEO, BOX Options Market LLC as they give insights on where we are and what is next in the options market. #OptionsConf2024
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Author of Investable Entrepreneur. #1 Amazon Best Seller. Business Book Awards 2021 Finalist | Business Advisor of the Year 2022 | Co-founder of Robot Mascot - a global award winning investment readiness agency.
When it comes to giving progress reports to their investors, I firmly believe founders need to have a bit of a shift in perspective and start seeing the benefits of doing so. Let me tell you why.
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Diving into the numbers and emerging with a symphony of success! 📊🚀 Thrilled to showcase the phenomenal returns my portfolio has achieved – a testament to strategic investing and unwavering commitment. 💹💎 Some of has given 4X whereas some of turned into 3X and so on but what really matters is focused approach of "Buy Right,Sit Tight" Just the sweet taste of financial triumph and the art of turning opportunities into wealth. 🌐💰 Let's ride this wave together! 🌊 #financialempowerment #investmentstrategy #portfolioconstruction #equityresearch #longterminvesting
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