Welcome—John Galt here.
In my past life I was an institutional private equity investor—managing global, institutional capital for a large US private equity shop.
Possibly a byproduct of The Great Resignation, I now invest my own capital and my friends call me a “retired millennial”… Yet, nothing is further from the truth.
In my current life I spend an inordinate amount of time reading / researching and (more importantly) thinking about investment topics and how the world works.
Here I document (some of) my thoughts—as I manage risk and compound capital along the way—leveraging the grand advantages of not-so-novel Web 2.0 technology.
Subscribers can expect me to deliver actionable investment ideas with a macro overlay, every other week. I try to keep content level-headed and offer some second-order thinking. I also occasionally allow a peek into my investment process.
I like to linger outside-the-box, so expect me to also share mistakes… plus the occasional chart crime…
I always ask people to qualify how strongly they feel about a certain call. I adhere to that here.
Content is not in "Investment Memorandum” form—benefits of not working for LPs now—so I try to keep things refreshingly informal and relatively entertaining.
Why you shouldn’t subscribe
Importantly and to be clear from the onset:
This is mainly a blog about investing, yet (therefore?) you will not find discussions of “get rich overnight” schemes.
Managing money is hard. So is managing risk. Expect me to treat it as such.
“It’s not supposed to be easy. Anyone who finds it easy is stupid.” —Charlie Munger
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“I don’t consider myself a journalist… and nobody else would consider myself a journalist.”
Borrowing the above quote from Carlyle’s David Rubenstein, I want to be very upfront about the fact that I don’t pretend to be a journalist / writer. Neither do I think, generally, borrowing from a seasoned PE investor like Rubenstein is often a great investment proposition!
I’m an investor, first and foremost. I’m not a writer that invests. And the distinction is important to me.
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