SAM’s 2024 Year-End Checklist As we continue the journey towards the year’s end, we are pleased to present this checklist to help give a boost to your financial future. Small steps here and there can add up over time and this list serves as a good end-of-year reminder for some important topics. We’re here to…
The King of Private Equity Changes His Stripes Steve Schwarzman’s pivot at Blackstone… From private equity to private credit… It’s all about risk-adjusted returns… Equity-like returns with less risk… Two ways to invest in private credit… Late last year, my old boss shocked me… Steve Schwarzman, the co-founder and CEO of the powerhouse investment firm…
How to Play Offense in Today’s Investing ‘Fight’ ‘I can’t sing, and I can’t dance, but I can lick any SOB in the house’… William Dempsey was a poor kid from Manassa, Colorado just trying to survive. But in 1911, with no education beyond elementary school, and no trade skills of any kind, work was…
Superpowers of the World’s Greatest Investors In a professional investing career that spans more than two decades… I (Austin Root) have had the chance to work with and learn from some of the greatest investors on the planet. In today’s Digest, as we reflect on 2023 and look ahead to 2024, I thought I’d talk about…
The Secret Sauce of the World’s Best Growth Stocks ‘You can always tell someone to go to hell tomorrow’… Of all the wise thoughts that legendary investor Warren Buffett provided at the Berkshire Hathaway (BRK-B) annual meeting that I (Austin Root) attended in May, that’s the thought I keep coming back to most often. Not…
Remember, You Can Do Both Be tactical… A lesson from Steve Cohen… The right thing for the right time… Why there’s room for fundamental and quantitative analysis… Remember, you can do both… Let’s start with two words… I (Austin Root) want to get right to it… Thoughtful Digest readers, I’d like to share with you a…
