October 24, 2024
They say never meet your heroes. I did—and it changed my investment philosophy forever.
The Encounter
I hosted David Gardner for a fireside chat with my YPO Austin friends.
His work shaped my entire approach to investing.
The cynics were wrong—meeting my childhood hero reinforced everything I believed in.
Investment Wisdom
Back the leaders in emerging markets.
Look for brilliant, optimistic leadership teams.
Optimism isn’t just attitude—it’s a superpower for growth.
Portfolio Strategy
- Own at least one stock that excites you
- Make your investments match your future vision
- Hold for minimum three years
The Long Game
Never sell just because you’re down.
Winners eventually outweigh all losses.
Let optimism guide your investment choices.
Bottom Line
Meeting heroes can exceed expectations.
Great investments need time and conviction.
Optimism beats cynicism in both life and markets.