hello

My name is Jonathan.
I help people build assets.

I’ve spent more than 20 years analyzing and forecasting ideas across the global economy. Work that’s covered deals in public and private equity, real estate, and commodities. Today, that work helps business leaders leverage financial data and market insights to drive sustainable value.

about me

This is my journey.
Here’s the story so far…

Born ♓ and raised in the south, moved across 3 states, 2 major cities, and 6 schools in 18 years. Three sport 🏀 🎾 🏌 letter athlete in high school, studied computer science in college, and went into finance summer of 2001.

By November, I was a series 7 licensed broker making 300+ 📞 cold calls a day, finding and pitching deals to HNW investors, and spending nights learning strategies and best practices of top money managers.

Got really good at finding the right stocks and writing reports. Built positions in NXTL, WMB, AAPL, and CHKP. However, it didn’t take long to become disenchanted with industry norms (IYKYK) and after Hurricane Wilma destroyed my office 🏢 decided to start a research service for DIY investors. This was well before newsletters were in vogue.

Spent the next decade picking winners across the capital markets and managing private assets for a select group of clients. By 2015, I had begun working more with entrepreneurs and executives – turning investment strategies into models for better business development.

From 2002 to 2018, my research handily outperformed the S&P 500 with close to 75% accuracy. Subscribers included affluent investors, family offices, and financial professionals with total assets under management reaching well into the billions.

During that run, I helped to create and write the premium newsletter at GuruFocus and have since published over 600 📝 articles, many seen on major financial news sites. Along the way, coached 20+ executives, 2 from the Fortune 1000, and wrote a book 📖 on better investing.

In 2018, I decided to close my research service in order to focus on building a membership for business development, designed mostly for SMEs. Then my grandmother passed, the Covid-19 pandemic happened, my wife gave birth to our first child… all in successive years.

Fast forward to 2026, I still run a boutique (aka small) membership based advisory service. New name, same standards.

for context…

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Cross Merchandising Jonathan Poland

Cross Merchandising

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Niche Market Examples Jonathan Poland

Niche Market Examples

A niche is a specific group of consumers who have distinct preferences and needs. These groups are often smaller than…

Service Quality Jonathan Poland

Service Quality

Service Quality is determined by the value it holds for customers. This value can vary from person to person and…

Public Capital Jonathan Poland

Public Capital

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Action Plan Jonathan Poland

Action Plan

An action plan is a detailed strategy that outlines the steps and resources needed to achieve a specific goal. It…

What is Air Gap? Jonathan Poland

What is Air Gap?

An air gap is a computer network that is physically isolated from other networks, including the internet. This isolation is…

Structural Capital Jonathan Poland

Structural Capital

Structural capital is one of the three primary components of intellectual capital, and consists of the supportive infrastructure, processes, and…

Unknown Risk Jonathan Poland

Unknown Risk

An unknown risk is a potential loss that is not recognized or identified. In the context of risk management, unknown…

Channel Structure Jonathan Poland

Channel Structure

Market penetration is the percentage of a target market that purchased a company’s product or service over a period of time.