As the stock market collapsed in the fall of 2008, I stumbled upon Benjamin Graham’s Security Analysis and opened a brokerage account. I didn’t appreciate that this was a once in a generation period to begin investing, and it’s certainly had a tremendous impact on my investment philosophy. My approach has grown and evolved over time, however it retains a strong value investing foundation. I’ve also worked at an event-driven hedge fund.

This website is a new project that I’ll be working on, although I have no definitive plan on how it will develop over time. My goal is to periodically post investment ideas, analysis, and thoughts.

If you have any questions or comments, please feel free to reach out.

-Matt Picarello