What is due diligence?

Due diligence is the investigation and research that an investor should conduct prior to making an investment to determine whether that investment is right for them. This is true for any kind of investment — from stocks to real estate to businesses. It’s technically a legal obligation for some investments but I would argue that […]

My 17 rules for investing (regardless of the investment)

I love investing. Stocks, real estate, businesses, you name it. Here are the 17 rules I invest by. Every investment has a return: Either money or education. Don’t be an investor: Be an engineer. Don’t invest in anything you can’t control (and learn the levers that will provide a return). Redefine your idea of risk. […]

Looking for private investors? Don’t make these mistakes!

Recently, I was approached by a company that was looking to drum up investors. Without giving away who the company is or what they do, I’ll briefly describe them in this way: They’re a non-publicly-traded B2B business with a 2-decade track record of success in an industry that is growing in demand. And they were […]

“My stocks just dropped… should I sell?”

Stock prices go up and they go down. Since 2008, stock prices have fluctuated (sometimes wildly) and investors don’t always know what to do. The expert advice out there is mixed: Some wisdom says “Cut your losers and let your winners soar”, meaning that you should only hold stocks that are generally going up. Other […]