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Ryan Reeves
Jan 15, 20215 min read
Portfolio Construction
Investing really has two dynamics: picking companies and allocating dollars towards them. Investors often talk about the former, but I’d...
Ryan Reeves
Dec 20, 20204 min read
On Conviction and Turnover
Warning: this post is going to be more philosophical than practical It seems like conventional wisdom that buy and hold investing is best...
Ryan Reeves
Oct 29, 202014 min read
On Selling
Something I’ve been thinking about a lot is the idea of selling stocks. When I was at the Motley Fool, they were just finishing up a...
Ryan Reeves
Aug 12, 20206 min read
Negative Space and Innovation
Lately, I've been thinking a lot about innovation because it's at the core of our investment philosophy. There are a lot of stocks out...
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