The Substantial Investor: Strategies for Consistently Compounding Capital

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Q&A with Rich

Q.
What is the difference between a Flash Report, a Newsletter issue, and a Partnership Report?
A.
Flash Reports are published monthly and discuss time-sensitive, buy-and-sell ideas that trade on the public exchanges.

Newsletter issues are published quarterly and contain Model Portfolio positions and relevant updates to them. I also include market commentary or educational pieces from my unique perspective as a private investor.

Partnership Reports are published from time to time. They address investments in private investment partnerships.

Q.
In three words, how would you describe your investment philosophy?
A.
Consistently Compounding Capital. I am obsessed with those three words. To that end, I must maintain a low tolerance for losses and a disciplined eye for favorable outcomes. If I cannot do that, I am of no help to you or my own capital.