If you are new to this site, this is a good place to start.

My personal philosophy is summed up in “Growth Without Goals.” This framework leads to most of what happens in my life, and I think you can adopt this framework to be happier and more productive. I suggest you sign up for my monthly book club, and check out the books that have changed my life, and every book I’ve ever recommended.


For those interesting in “factor” investingI believe too many strategies are designed to raise assets, not earn alpha.

Other key posts:

Creating Unique Investment Strategies 

Seeing the Future From the Past

When Measures Become Targets

Will You Be a Gambler or The House in the Stock Market

Buyback Extravaganza & High Conviction Buybacks

Two Star Managers and the Wheel of Fortune

Mass Movements in Money Management


If you like podcasts as a way of learning, here are a few sample episodes of Invest Like the Best:

Ted Seides on Hedge Funds

Brent Beshore on Cultivating a Disaster Resistant, Compound Interest Machine

Chris Cole on Non-Linear Payoffs