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Pick Trends before Securities, Securities before
Markets
The most common investment mistake is to follow the crowd in and out
of investment trends, overpaying for securities based solely on promises of
future growth.
Prefer more Value to Less
I base Security valuations on strong fundamentals and the potential for
enhanced returns.
Model what I learn
I leverage what I know and follow momentum.
Work from the premise that the United States is the best country
on earth
Based on Values, Freedom, Diversity, Talents and Creativity of its people.
There will always be opportunity abroad, but most commonly from imitators of
the U.S.
economic model. I seek opportunities abroad, but continue to believe the best
and the most competitive companies in the world are domiciled domestically.
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