About Me

Why I joined WIC

I already spoke to the WIC. So I thought it should be fun to be a member and listen to other speakers!

Ways to contribute to the community

  • Group leader & admin
  • Knowledge on an industry
  • Knowledge on a stock/company

Experienced Investment Areas

  • Stocks
  • Angel investment
  • Investment Strategies

Industry Knowledge

  • Legal
  • Banking & Investment

Investment Objectives

Based In

San Francisco, California, United States

Professional Background

  • Finance

Years of Investment Experience

7+ years

Top investment objectives

  • Generate the highest return possible
  • Tax optimization

Typical investing time

  • 2-5 years

Investment Experience

Successful investment experience

Invested in XPEL at ~$6.20. ~10x in ~2.5 years. Lesson: high-quality business + high insider ownership = success.

Failed investment experience

Bluelinx. (1) leverage at the company level will exacerbate any mistakes that you make as an investor; (2) a synergy-driven investment thesis is hard.

Other things about myself

My wife is awesome => you should accept me!

What I can do on WIC

  1. Check out WIC Directory and connect with other members
  2. Post a new opportunity