Our Mission
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Create a simple, easy-to-understand investing hub that gives our community the tools they need to succeed.
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Provide a strategic investing approach to our community free-of-charge, enabling them to tailor our approach to their unique situations.
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Become the go-to source of knowledge for the average investor, prioritizing our community above all else
OUR APPROACH
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Understand the perspectives of the best minds in the industry, leveraging best-in-class investing tools to track their opinions, supplement them with our own expertise, and form a tech-centric growth portfolio.
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Share our tools and learnings with our community so they can learn the ropes of the industry, make their own decisions, and enjoy the ride
OUR PHILOSOPHY
- Stay diversified, monitor risk.
- Trust the best minds in the industry.
- Get ahead of large-scale future tech trends, always looking upstream.
- Account for shifting geopolitical tensions.
- Buy good stocks.
- Share updates and learnings.
INVESTING PRINCIPLES
Shovels for The Gold Rush
A wise man once said, “The best way to profit from the gold rush is to start a shovel company.” We always ask ourselves: “What companies are best positioned to win and why?” and always consider upstream and downstream factors.
If It Ain’t Broke
History has been kind to patient investors who make smart decisions. Our portfolio considers the ‘easy money’ investments as well as the ‘home run swings’ to create a winning strategy.
Tech-Enabled Future
Tech innovation is at an inflection point, with many claiming we are at the start of the ‘fourth industrial revolution’—we agree. This is the focus of our portfolio. We want to use our portfolio to capture some ‘lightning in a bottle’ and compound over time.
Ride The Hot Hand
Many tools exist to help us track the world’s greatest investors. We use these tools to consider the perspectives of the world’s top investors, also using our own analyses to build a cohesive strategy.
Strong Business Fundamentals
Some companies are just good companies, and we want a stake in them—full stop. We will never shy away from a good investment, regardless of the ‘thematic fit’ with the rest of our portfolio.
A New World Order
Things are a little bit ~crazy~ right now. The global order is more fluid than ever, and we need to be globally AND thematically diversified. We want stakes in winners from other countries, too, and we place a premium on assets with less exposure to macro risks.
Portfolio Segments
Portfolio Essentials
Long-term investments that are great from retirement accounts, risk management, and compound growth
Set & Forget
High-performing stocks with staying power, supporting our sturdy foundation of ‘Portfolio Essentials’
Strengths & Fundamentals
Companies positioned to win because of their strengths of offering, positioning, and leadership.
Paradigm Disruptors
Mid-to-long-term investments with the potential to disrupt entire sectors and excite investors.
Boom-Bust Future Tech
Companies exploring new horizons and environments, each with future-changing potential in their respective fields.
Moonshot Speculation
This is as close to gambling as we get. These companies carry significant risks, but offer enormous growth potential in the future.
