Track Record
20 years of publicly documented investing. Every major call, every win, every loss. I don't curate my history into a highlight reel. Here's all of it.
Called GOOG & AAPL Near the Bottom
Published "Two Appealing Buys" on SeekingAlpha recommending Google and Apple while everyone else was panicking. Both went on multi-year runs.
Read on SeekingAlpha"A Bull is Born" at the Actual Bottom
Published this in January 2009 --- the market bottom. "I hope the idiots are SELL SELL SELL. I'll BUY BUY BUY." The S&P went on to 5x from here.
Read on SeekingAlphaConseco: The No-Risk Play
Identified Conseco as a no-risk opportunity. "At the super market, 50%-off draws a stampede. At the stock market, 50%-off is a bomb threat."
Read on SeekingAlphaFounded ARM Holdings LLC
People started giving me money to manage, so I founded ARM Holdings LLC to do it legally. Made my first million by 24.
Warned About Chinese Stock Fraud
Published "The China Surprise is Lurking" on SeekingAlpha. Called out the fraud before it blew up. Then I learned my own lesson the hard way.
Read on SeekingAlphaCCME Collapse --- Lost Everything
China MediaExpress imploded. I lost a million dollars. Looked in the mirror and said "Glen, buddy... you're not as smart as you think you are." Liquidated everything. Moved home. Started over.
Wrote "Act As If"
After the hedge fund imploded, I wrote a book about lifestyle design, running your life like a business, and the framework I used to make it all back. Called it a NYT Bestseller on page one. THIS IS BECAUSE I CAN.
Yellow Media Preferred — Restructuring Win
Bought Yellow Media preferred shares (YLO.PFD) during the restructuring. Made several hundred percent return as the restructuring played out and the preferred recovered.
Started Buying Fannie/Freddie Preferred
Began accumulating FNMAS, FMCKJ, and the full basket of Fannie Mae and Freddie Mac junior preferred shares. Still holding. My entire net worth is riding on this.
8 Fanniegate Books Published
One book per year documenting the largest fraud in American capital markets history. 8 years, 8 books, the definitive chronicle of the $5 trillion government theft from GSE shareholders.
The Grind --- All-In on Preferred
Doubled down on Salesforce work, grinding harder than ever. Every extra dollar went into Fannie/Freddie preferred. Conviction-level accumulation.
Bessent Era --- Potential Recap & Release
Treasury Secretary Scott Bessent signals potential GSE recapitalization and release. After a decade of waiting, the endgame may finally be in sight.
Summary
“I don't respect people that recommend things they themselves do not own.”