Basically, I hope I will become a better investor. I am not a professional investor. I think of myself as an entrepreneur first and an investor second. My top professional priority is YorZ - a website for referrals.
In my spare time (when I have it), I love to invest. I invest aggressively. I like business. I think about strategy and enterprise values. I talk about new product launches and cash flow. I study operating margins and industry trends. I ask business owners to explain how their businesses really work.
So, I figured I would put my thoughts on the web for scrutiny. I don't always have all the data or a bulletproof investment thesis, so I hope blogging will sharpen my thinking. I expect that reader comments will improve upon or contradict my investment theses. It would be great if you and I can become better investors together.
I hope you enjoy my commentary on companies and investing. Let me know what you think.
Berk
Comments