Our Investing Style

“Rule No. 1: Never lose money. Rule No. 2: Never forget rule No. 1.”

Warren Buffett

“There seems to be an unwritten rule on Wall Street: If you don’t understand it, then put your life savings into it. Shun the enterprise around the corner, which can at least be observed, and seek out the one that manufactures an incomprehensible product.”

Peter Lynch

Our Pillars

In investing, like baseball, you never see the same pitch twice. You’ll never know what pitch is coming, unless you’re the Astros.

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I’d brag I’m a Texas Rangers fan…but we perpetually suck

The best any investor can do is understand their businesses that they own and buy them at a good price. That being said, we’re not just any investors. So we like to have a set of criteria:

  • Creating long term share holder value
  • Has a plan to or is actually making money #WeWork
  • Is growing their operating cash flow at a meaningful rate
  • Has a moat or brand that will allow them to succeed in the future
  • Utilize outstanding shares in a friendly shareholder fashion
  • Companies that can be a multi-bagger for your portfolio

We generally adapt what we’re looking for based on the company that we’re evaluating. This is why we stress factors such as: the industry, growth prospects, and competition. Each stock is like a box of chocolates though. You never know…unless you’re the Astros.

Most importantly, we’re flexible to any situation that can provide a reasonable investment based on intrinsic value.