Read the screenplay: FANNIEGATE — $7 trillion. 17 years. The biggest fraud in American capital markets.

100% Positive. 0% Sarcasm.

People Who Made Me Better

Shoutouts to the people, books, and ideas that shaped who I am. Some are mentors. Some are authors. Some don't know I exist. All of them deserve a thank you.

Person
Author
Community
Idea / Tool

Benjamin Graham

The father of value investing. The Intelligent Investor and Security Analysis are the foundation everything I do sits on. He taught me that the market is there to serve you, not to guide you. Every good investment decision I've made traces back to his principles.

Warren Buffett

For showing that patience, clarity, and good humor can coexist with extraordinary returns. For writing shareholder letters that are better than most business books. And for proving that you don't need to be complicated to be brilliant.

Charlie Munger

For mental models, multidisciplinary thinking, and the reminder that being smart isn't enough — you also have to avoid being stupid. Poor Charlie's Almanack is the funniest serious book I've ever read.

Thomas Phelps

100 to 1 in the Stock Market changed how I think about holding period. The biggest mistake most investors make is selling too early. Phelps made that case better than anyone.

Tim Pagliara

For Investors Unite and for fighting the good fight on Fannie Mae and Freddie Mac. When the cause needed a champion in the investing community, Tim showed up. Integrity and conviction, full stop.

The SeekingAlpha Community

For reading 300+ articles, pushing back when I was wrong, and encouraging me when I was right. Writing into a void is hard. Writing for smart, engaged people who care about getting it right is the best kind of work.

My Daughter

For making stomp rockets the best part of every day. For pressing three buttons on the coding robot and saying 'cool' while I spent an hour programming it to navigate the kitchen. For being the reason everything else matters.

Grandma Helen

For a life story worth telling. Publishing 'But Him, I Love Most of All' was one of the most meaningful things I've ever done. Her love story is proof that the best investments are in people.

Jim Cramer

For emailing me personally and saying 'Man, this is good.' That kind of encouragement from someone at that level stays with you. Whether you love him or not, the man knows content and he was generous with his praise.

Danny Watts & At Large

For the referral that brought Mobilization Funding into Cloud Nimbus LLC. Good partnerships are built on trust, and Danny exemplifies that.

Stephen King

On Writing taught me that good writing is about clarity, not cleverness. That book made me a better writer, communicator, and thinker. Read it even if you never plan to write fiction.

Claude (the AI)

For doing 6 months of work in 2 days. For not complaining when I told it to go faster. For building 9 features in parallel without breaking a sweat (or having sweat glands). The most productive colleague I've ever had.

Purdue University

For the Industrial Engineering degree that taught me systems thinking and the MBA that taught me most MBA programs are wrong. Both lessons were equally valuable.

Everyone Who Told Me I Was Wrong

For sharpening my thinking. The best compliment you can pay me is a well-reasoned disagreement. The people who pushed back hardest made my thesis strongest. Gratitude isn't just for people who agree with you.

You (The Reader)

For being here. For clicking through 3,143 pages (or at least a few of them). For reading this far down a thank-you page. The fact that anyone reads anything I write is something I never take for granted.

Nobody builds anything alone.

3,143 pages might have my name on them, but they're built on the shoulders of everyone on this list (and many more). The best thing about gratitude is that it compounds — just like good investments.

Affiliate Disclosure: Book links are Amazon affiliate links. A small commission at no extra cost to you. Every book recommended is one I've actually read and loved.

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