1/n) Below is tweet storm of my journey into public market investing/trading, how I learned, and a thank you to those who have helped (direct & indirect) along the way:

It was 3 years ago just before Easter we were on our way to Amsterdam for 10 days (it was a work trip for my

2/n) wife, I invited myself). During the days while she had work and I was working remote, I began my quest to learn about public market investing. Reason is, majority of net worth at the time had been tied up in Commercial Real Estate (co-investing in our investments for my “day

3/n) job”). I felt valuations were beginning to get frothy and wanted diversification/liquidity for the next real estate cycle. Enter reading Security Analysis. Value intuitively made sense. This led me to @PrestonPysh @stig_brodersen , which led me to @Greenbackd work in Deep

4/n) Value. Quant & testing immediately made sense to me. I’ve always been a process guy at everything I’ve ever excelled in. “Less being more” and one metric that tested well made sense. Shortly found Greenblatt’s books & after seeing his returns I was astonished. 2017 was a

5/n) year I implemented an Acquirer’s Multiple based value strategy and thanks to FCAU, had a great year beating SPY.

During this time, I started listening to @MebFaber podcast and learning more about systems trading and trend. In stark contrast with value, I was wrestling