Life

The Financial Times recently published an article about my travails in recruiting. After sharing the article, I expand on what I learned about recruiting, teams, and culture since becoming CEO of IMA.

“At least a billion people on earth at this moment who would consider their prayers answered if they could trade places with you.” – Sam Harris

For the longest time, my son Jonah would beat his younger sister Hannah at just about everything. That all changed when we watched The Queen’s Gambit earlier this year.

I recount the first time I felt fear. Not the fear of losing my own life, but the fear a parent feels when their kids are at risk. I remember this harrowing episode, and what it taught me about being a parent.

In this conversation with Indiana University MBA and MsF students, I take a deep dive into my approach to investing.

I was recently interviewed by the website WorldClassPerformer.com. What follows are a series of questions about my background, influences and habits.

I recently asked another value investor if he wanted Warren Buffett’s success. While this may seem like a rhetorical question, the truth is many value investors are quietly envious of Buffett.

It all started after my daughter, Hannah, watched The Queen’s Gambit for a homework assignment. She told me I had to watch it. I did, and loved it. But then Hannah said, “Dad, let’s play chess!”

I discuss how to use a Stoic technique to help manage the emotions that come with the stock market.

In these letters I diligently walk clients through our research on stocks we own, including those we have recently bought and sold. I cover how we value them, why we own them, etc.