What is Behavioral Value Investor?

I have spent 25+ years as a professional value investor learning hard-won lessons in the markets that I am now sharing with you. From my early days as a young analyst at Fidelity Investments, where I had the privilege to learn from investing greats like Peter Lynch, Joel Tillinghast and Will Danoff, to the last decade of managing my own investment partnership, Silver Ring Value Partners, my journey has taught me much about what works, and what does not, in investing.

Along the way, I discovered that I enjoy and am good at teaching. I have mentored numerous young analysts and successfully taught many students via the Value Investing Seminar at Babson’s F.W. Olin Graduate School of Business.

Now, I am sharing these lessons at the intersection of investing and behavioral finance with you. The goal is to help you become a better investor and give you the opportunity to learn that I wish I had over my investing career.

What You Will Get

The Free Tier:

• General articles on investing, behavioral finance and how to become better as an investor and stay rational in a world full of emotional influences

• The weekly Value Investing Seminar that runs ~ 20 weeks a year and resets each fall designed to help you begin to build your own investing approach by studying the masters

The Paid Tier:

• The complete Investment Autopsy library: all 22 case studies, indexed by pattern

• Advanced frameworks, templates and company deep dives

• Annual subscriber Q&A via Zoom

• The next new paid resource arrives in August

Who This is NOT For

If you want:

• Stock recommendations

• Portfolio transparency

• Live analysis of my current investments

Please do NOT subscribe. You will be disappointed as none of these will be provided in either tier.

Ready to invest in improving your process? Subscribe below or start with the free tier and see if this community fits how you want to grow.