Seeking Alpha

Brendan Rose  

I'm a young private investor. I tend to assemble concentrated portfolios consisting of simple, small, quality (predictable) businesses. I'm a strategic generalist, tactical specialist; I scan broadly looking for interesting, overlooked things to become obsessed with for a few weeks. I'll place on my watch-list most anything that is simple and predictable enough to value accurately, and wait for the right price. My investment horizons, which used to be ~1 year, seem to be lengthening. To the extent I pay attention to macro I outsource my beliefs to Scott Sumner and the Market Monetarists (and their blogs); good guys with track records worth noticing.

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  • Description: Full-time Investor. Trading frequency: Infrequent
  • Interests: Stocks - long
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Kris Tufto is finally out at $ISNS. His adventure outside ISNS's core was predictably doomed and would've been lethal to ISNS w/in 18 months Dec 17, 2014