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 and even if I haven’t hit commercial success, I’m still helping people drive profit and progress and still giving away millions of $$$ worth of insights each year.

Proof is in the pudding…
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Latent Need Jonathan Poland

Latent Need

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Supply Risk Jonathan Poland

Supply Risk

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Federal Grants 150 150 Jonathan Poland

Federal Grants

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Scaling 101 Jonathan Poland

Scaling 101

Scaling is the process of increasing the size, scope, or reach of a business, product, or service. This can involve…

Cost of Capital Jonathan Poland

Cost of Capital

The cost of capital is the required rate of return that a company must earn on its investments in order…

Automation Jonathan Poland

Automation

Automation refers to the use of technology to perform tasks that were previously done manually. In recent years, automation has…

Serviceable Market Jonathan Poland

Serviceable Market

Serviceable market is the part of the total addressable market that can actually be reached.

Sales Skills Jonathan Poland

Sales Skills

Sales skills are the abilities, knowledge, and personal characteristics that enable an individual to succeed in a sales role. These…

Time To Value Jonathan Poland

Time To Value

Overview Time to Value (TTV) is a business concept that refers to the period it takes for a customer to…