Welcome to my journey
through existence.

Since 2002, I’ve advised key decision makers from the executive suite to the front lines across industries and markets. Here are some notes from the journey.

Thanks for visiting…

My Story

I’ve spent 20+ years analyzing and forecasting complex assets across the capital markets – deals in public and private equity, real estate, and commodity markets. It started with managing money for HNW clients and as the internet became more prominent, moving on to help DIY investors generate alpha and then using the insights to advise business leaders. Through the years I’ve developed a deep understanding into what actually drives peak business and financial results. More importantly, I’ve spent two decades proving that it works. Here’s how…

Research Services

From 2002 to 2018, after a brief stint as a stockbroker, I published a newsletter and coached a small group of affluent clients. I created and wrote the premium newsletter at gurufocus in 08/09 and also sold research to brokers at Merrill, Morgan, Goldman.

High Yield Book

In 2013, I took my system for analysis and created a step-by-step guide to finding and buying the right stocks. At that point it was based on 12 years and 20,000 hours of research and to my knowledge it was the first of its kind, but maybe that’s just a bit of puffery.

It’s free, no email required.

The next chapter…

After more than a decade of success with investors I felt that the disconnect between Wall Street and Main Street only seemed to grow larger, so I began to refine the strategies and best practices into models for better business development, turning them into tools for operators.

In 2015, I started a company called Key Bridge since working with business leaders had become my main focus. In late 2019, the model shifted to a membership and a pandemic later helping build better assets to advance the greater good has become the mission. Join me in the pursuit…

p.s. if you’d like to go deeper into the past insights, I’ve written more than 500 financial articles, most of which have been picked up and seen on Forbes, Fortune, Yahoo, CNBC, Morningstar, SeekingAlpha, et al. Admittedly, none of these ideas ever made it to the top of my list. Start Reading →