I’m a lifelong entrepreneur who, alongside my other ventures, has always made time for the markets. Driven by genuine passion, I’ve been active with varying intensity for roughly 30 years, gaining perspective across multiple market cycles. I’ve built a company from scratch and operated as an entrepreneur in the food industry, lodging, and real estate, which has given me a strong, ground‑level understanding of how businesses really work. Because of that background, I always see the company behind the stock, and I like to keep the narrative and the numbers connected.The first twenty years of my market experience ran in parallel with other ventures — at times more like a hobby — but the last decade has been fully focused on the markets. Having gone through the 2000s dot‑com bubble and the 2008 subprime crisis with real skin in the game, I see both as extremely valuable lessons. I genuinely believe you learn far more from painful mistakes than from easy wins.In recent years I’ve experimented with different trading strategies, mostly built around options. I’ve won big and lost big, and in the process gained a much‑needed understanding of what prudent risk management really means — and how painful it is when it’s not implemented well. Even when I take more risk on the trading side, I keep my long‑term buy‑and‑hold positions completely separate from trading assets.My academic background is in Economics, and I’ve recently refreshed that foundation through a course aligned with the CFA curriculum, focused on securities valuation and risk management. I’m a believer in lifelong learning — it keeps you connected to new theories and how they’re applied. At the same time, I take Jesse Livermore’s century‑old, simple market truths as a core part of how I interpret everyday market behavior. I find real value in combining academic structure with Livermore‑style simple rules to gain a better understanding of the bigger picture.My passion is finding mispriced assets or situations the market may be overlooking or misinterpreting. With a deep interest in history and geopolitics, I tend to look at situations from a broader perspective. And when making investment bets, I like to keep in mind the old Gretzky quote: “I skate to where the puck is going to be, not where it has been.”
Analyst’s Disclosure: I/we have a beneficial long position in the shares of CAG either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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