About

About me:

I am a writer and amateur investor. I am enthusiastically interested in quantitative investing, value investing, and natural resource management. Although I specialize in analyzing and investing in equities of natural resource producers, I have am not tied to that niche. In addition to maintaining this blog, I write articles on Seeking Alpha.

I got the idea for the site’s name from a Rush song, “Tom Sawyer”. This song is about a person who is also an ideal, or “today’s Tom Sawyer”. The lyrics go:

The world is, the world is,
Love and life are deep,
Maybe as his eyes are wide.

These lyrics symbolize to me a realization that existence is real and finite. Even so, understanding this reality can be pretty problematic.

…sort of like investing. While, one can learn about the factors that drive market prices, sentiment is ultimately unpredictable. I.e., one can do the right things for the right reasons and still be wrong.

I maintain this blog because I subscribe to the idea that writing well is conducive to investing well. I.e., an investment thesis which is internally consistent, logically structured, concise, and critical is conducive to acting in a manner consistent with that thesis.

For questions or feedback, please reach out…