We seek value plus multiple overlapping catalysts, sourced using proprietary tools. We will create our own catalysts with the fundamental goal to put assets to their highest and best use with the optimal financial structure to maximize long term business value.
Founded in 2009 by Ryan J. Morris - as a founder of a bootstrapped software company prior to being a full time investor, I have a great appreciation and respect for the operational details and entrepreneurial efforts underlying the financial numbers of a business.
I am just a guy in my 50s. Pay no attention to my accolades or the lack thereof. Although I am not really interested in getting rich,...that is, I really have no ambition to spend money, I do, however, like to measure my grasp on reality by my (in)ability to beat the market. For a benchmark I simply use VTI and VXUS to determine if my slicing, dicing, tilting, ETF rotations, and stock picking add any value. My portfolio is humble but that is not the point. I live in the middle of nowhere in a desert oasis that is obscured from any traveler’s view by visible heat waves that blur the atmosphere. Hopefully my remoteness improves my objectivity.