• Investing in Banks During Extreme Market Volatility

    In the course of the last week, we saw two prominent, well-established and significant banks demise. The bank runs caught everyone by surprise because it’s not a credit crisis, like in ’07-’08. Unfortunately, it started with some bad public relations…
  • Top Ten Investment Lessons Learned from the Last Year

    I feel compelled to share lessons in business, life and investing. When there have been major events like the past year in the public equity markets, I find it’s a good time to reflect on observations, mistakes or lessons learned.
  • Servant Leadership: Acting with Compassion, Humility and Gratitude

    Monsignor John Patrick Carroll-Abbing was a special Irish priest who founded Boys’ and Girls’ Town of Italy for the orphaned and abandoned children following World War II. He happened to be visiting Italy during the war where he started taking care of a single…
  • What People Really Want

    The great philosopher Aristotle once shared that the pursuit of happiness is the central purpose in human life. I have learned that if you try to ascertain what people really want—and you do this by asking probing questions and listening—you can help them…
  • The Three Most Important Factors of Investing

    There are numerous important aspects of investing. Some of these characteristics, such as experience and wisdom, may take years to develop. Perhaps one reason Warren Buffet made 95% of his wealth after the age of 65.
  • Investing In Banks—Our Unique Approach

    I started investing in banks over 30 years ago and I often get asked what got me so interested in banks. While I eventually discovered the reasons banks are good investments, at first it was initially a coincidence.
  • Just Be Consistent

    I’m sometimes accused of repeating myself. I tend to review situations by dissecting the details and reflecting on what went well and what could have been better. I may share different experiences, but my goal is the share my life, business or investment lessons.
  • Why Private Equity

    Private Equity has been one of the best performing asset classes over the last 5 and 10 years and, in fact, for decades. Private equity investors do not have to endure the volatility roller coaster ride suffered by public equity investors.
  • Finding Balance…Progress, Not Perfection

    By nature, I am not a balanced person; many of us are not. If I didn’t try to work on balance, I’d work around the clock, eat candy and snack all the time. Balance is not something that comes easily to me. So, I must work on it daily.
  • The Three Strategic Ways Businesses Compete

    You can’t be everything to everyone. Competing in business, you choose an approach, so to speak. Do you offer the most value at the best price in the market?