Paul graduated California State University, Sacramento and University of California, Davis studying Environmental Science, Economics, and Financial Planning. He went on to become a successful Financial Advisor / Investment Broker with EF Hutton in the 1980’s. He later managed and taught employee compensation & benefits for over 20 years until retiring in 2010. He occupies his time traveling with his wife and two dogs, conducting investment research, and managing family investments.
I am a Certified Public Accountant, Entrepreneur, and Investor. I have a CPA firm providing tax and advisory services in Houston for entrepreneurs, professionals, and investors. Having worked in all aspects of the financial accounting profession, I form my opinions on investments from the publicly available information issued by management according to Financial Reporting standards. From time to time I make exceptions to this; but I do so rarely. I seek investment ideas that are new, overlooked, or ugly. My investing approach is inspired or influenced by Warren Buffett, Charlie Munger, Nassim Nicholas Taleb, Ludwig Van Beethoven, Ray Dalio and Walter Schloss.
I managed large box retail stores for 30 years. I then retired from retail, studied for several years and opened a financial services firm. I was a registered representative for ten years and recently sold my financial services business. Core holdings: EPD, MMP, APTS, BIP, HASI, BX, COR, CVS, DLR, CELG, AMGN, HTGC, JNJ, LMT, MAIN, MHLD, NEWT, NRZ, OHI, RTN, UNP, WPZ, OAK, SIR, SXL, SRLP, TEP, UTX, WPC, MPW, numerous preferred stocks and BIF. As a former Registered Rep, I now own zero mutual funds after seeing how they were destroyed in 2008.