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My Investing Journey

Eight chapters from my investing life, from opening a Fidelity account in 2003 to the lessons I would give my younger self.

Read from the beginning, or choose a chapter below.

  1. Part 1Twenty-Three Years in One Chart
  2. Part 2The Decade Before I Had a Style
  3. Part 3The Flat Years
  4. Part 4The Builder's Edge
  5. Part 5My Own Dot-Com Bust
  6. Part 6The Year of Levered Conviction
  7. Part 7Borrowed Conviction
  8. Part 8A Letter to My Younger Self

Read the Runtime Origin Story →

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