Principles of Investing: NAHB Presentation
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We recently had the opportunity to present at the National Association of Home Builders conference in Chicago. We had a great time meeting business owners from across the country.
We discussed the difference between investing and speculating, what makes stock prices go up, types of competitive advantages, and tied it all together with case studies.
While we don’t have a recording of the event, we thought we’d share our slide deck anyway.
Click the link below to download a copy of the presentation.
Thanks for reading!
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Huge Respect for your work!
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Its truths have roots older than this platform.
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To seed, build, and nurture timeless, intangible human capitals — such as resilience, trust, truth, evolution, fulfilment, quality, peace, patience, discipline, relationships and conviction — in order to elevate human judgment, deepen relationships, and restore sacred trusteeship and stewardship of long-term firm value across generations.
A refreshing take on our business world and capitalism.
A reflection on why today’s capital architectures—PE, VC, Hedge funds, SPAC, Alt funds, Rollups—mostly fail to build and nuture what time can trust.
“Built to Be Left.”
A quiet anatomy of extraction, abandonment, and the collapse of stewardship.
"Principal-Agent Risk is not a flaw in the system.
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