Thoughts on Writing and a Commitment

Writing helps clarify my thoughts – I know this. Yet, I rarely write with the intent of others reading it, leaving the things I put on paper a jumbled mess. You can see that my posts on this blog have been few and far between. For a number of reasons, I’m committing to myself to write on this blog at least once per week.

The first reason is that I want to improve my writing. It’s always been a struggle for me. Growing up, I was told that excelling at math was good enough; that I could be a math nerd who sat in an office all by myself and didn’t have to communicate much. I earned my undergrad degree in civil engineering, well on my way to my secluded office where I could wear out the buttons on my calculator.

That couldn’t have been further from reality. Both verbal and written communication have been a critical component to my career and something that I continue to struggle with. Improving my writing connects well with the second reason I am committing to writing regularly on this blog – clarifying my thoughts.

I spend a lot of time researching businesses with the end result being a long list of notes and a spreadsheet full of numbers. I understand why I make an investment decision based on that information, yet it’s difficult to clearly and concisely explain my theses to clients and other investors.

Finally, I’d like to communicate with other like-minded investors and provide potential clients with a body of work so that they can better understand my investment process. A consistent, solid research process communicated publicly, followed by meaningful investments in my best ideas, will achieve both of those goals.

That’s it. I’ve got three main goals in mind with my commitment to consistently post on this blog:

  1. Improve my writing.
  2. Clarify my thoughts.
  3. Communicate with other investors and clients.

If you find what I’m writing interesting, please feel free to reach out. Even if you dislike it, let me know why. And, if you live in the Pittsburgh area, I’d be glad to meet in person, especially with others who are interested in value investing.

Bare with me as I hone my writing skills. I’ve re-read some of the letters that I distributed a few years back and I can without a doubt say that there’s a marked improvement today. Having said that, I still have a long way to go and I’m looking forward to the journey.

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