My formal educational interests were fairly wide beginning with two years of liberal arts studies, then a BSc (honors) in Computer Science and, after a few years of work in the tech industry, an MA in Cultural Anthropology and, after that, a selection of investment related courses. I first became interested in investment while on a joint venture between then Apple Computer, Inc. and the University of Manitoba. An Apple executive I was working for commented on how much Apple ”shares” had jumped that morning due to some product announcement. I got thinking about share ownership. This new interest in Apple as a business naturally expanded to other companies in the technology sector. Beginning in 1991 with the tech sector, I became an active investor for my own household, family and some close business associates. My investment specific training began with the Canadian Securities Course (completed in 1995) and continued to include financial planning and various accounting and investment courses. I continue to invest private capital in a number sectors in addition to technology including energy, financial, real estate and bonds.
Investing on my own since 2007. Investing successfully is the most challenging activity I have ever undertaken. Books that inspired me to fire my investment adviser: The Big Investment Lie, Michael Edesess; and What Wall Street Doesn't Want You To Know, Larry E. Swedroe. The Snowball: Warren Buffet and the Business of Life, Alice Schroeder: made me realize that as smart and persistent as Buffet is, he is not the genius some make him out to be. He is a flawed man, he is human, he received a lot of help and benefited from starting out in the pre-internet era. Not all his investments were successful and he uses his financial muscle to great advantage, something small retail investors cannot do.