My investment philosophy is to use my understanding of business cycles and technological progress to identify opportunities where growth prospects are under- or over-appreciated. Of course, I am always learning more, and will chronicle the evolution of both my investment philosophy and the actual economy, markets and technology. I target opportunities that are generally based on a 3-5 year target window, but sometimes will venture to make predictions of a longer- or shorter-term nature. I will also write book reviews on books that I feel add to my knowledge base or that I just enjoy.
Dynamism is a philosophy that acknowledges the role of risk and shifting (dis)equilibrium in the economy. By using my understanding of the evolution of technology, markets, political movements, etc. I try to spot opportunities where I think the odds are favorable to bet against the conventional wisdom.