Inoculated Investor Welcome to The Inoculated Investor. The reason I have created this blog is that I believe my insights and research can help both professional and non-professional investors improve their investing acumen. Through my commentary, links to high level articles and blogs, my own investment research, notes from conferences and speakers, and suggested reading lists I hope to add to my readers' understanding of investing, the US/world economy, and behavioral finance.

Since I am a dedicated value investor, much of the focus will be on links to commentary from value mangers I respect, my own value-biased equity research, and readings & media that are informative regarding the principles and disciplines of value investing. I happen to believe that to become a successful value investor a person must read constantly (like Buffett and Munger do) and actively live and breath the philosophies. I also believe that it is imperative to develop an even temperament and demeanor that enable a person to go against the herd, refrain from panicking when others are fearful and avoid falling in love with specific stocks, themes and sectors.
My goal is to post high level links every few days or so and a longer pontification on the markets or investing once every two weeks. I will also periodically post interesting things that I come across so it will be important to check in on a regular basis. My promise is that every external link, reading recommendation, or piece of research has been read by me and is shared as a result of its pertinence, relevance and quality.

Everything included in this blog is my own opinion and does not reflect those of my current or former employers. I really hope you enjoy all of the components of this site and I encourage you to email me if you have any comments, questions, or suggestions on ways to improve the site. Also feel free to share my site with others if you feel it is valuable and insightful.