Updates on the investments I currently manage for myself and the Inner Circle members. These portfolios currently include:
These portfolios with their components and allocations are accessible with your Inner Circle membership.
My edge lies in the Small Cap Value segment. This is where significant investor wealth is traditionally built, and I am pretty darn good at this. Over the years I have improved my processes to include a mathematically optimal Kelly Criterion based portfolio allocation system. This implementation has been battle tested through periods of volatility […]
Improved Focus in the Inner Circle and Q3 Performance Wrap Read More »
A number of my investment thesis briefs now appear on the ticker pages of Yahoo Finance. You can see 2 examples below: Scroll down to the Featured Community Analysis section. These will be available as long as my thesis remains relevant. Over time you will see these show up on more stock tickers where I
I have taken the 2 offerings on Substack, Premium and Founder’s Club, and rolled them into 1 and can now offer it to you for the price of just Premium. Here’s is what you get in the new Astute Investor’s Calculus Inner Circle: As you read this article on the website, look up at the
Introducing the “Inner Circle” – Your Ultimate Investment Membership Read More »
I am a small cap value investor, first and foremost. I know this space and I am very very good. When I buy a stock, I typically make money. This is a result of the deep research that goes behind the stock, and of course hours and hours of contemplation, going through scenarios and possibilities.
Introduction to Astute Investor’s Calculus Portfolios Read More »
