Berk Sure Has A Way

Basically, I hope I will become a better investor.  I am not a professional investor.  I think of myself as an entrepreneur first and an investor second. My top professional priority is YorZ – a website for referrals.

In my spare time (when I have it), I love to invest.  I invest aggressively.  I like business.  I think about strategy and enterprise values.  I talk about new product launches and cash flow.  I study operating margins and industry trends.  I ask business owners to explain how their businesses really work.

So, I figured I would put my thoughts on the web for scrutiny.  I don’t always have all the data or a bulletproof investment thesis, so I hope blogging will sharpen my thinking.  I expect that reader comments will improve upon or contradict my investment theses.  It would be great if you and I can become better investors together.

I hope you enjoy my commentary on companies and investing.  Let me know what you think.

Berk