Hi Friend 👋

Imagine sitting across the table from a poker player.

Not just any player. The best player in the room.

And then.. right before the most important hand of the night… he turns his cards face up.

He shows you everything.

Every card. Every move. Every decision.

That’s exactly what I’m doing next week.

I’m hosting an exclusive live webinar where I go through every single company in Our Portfolio.

No filters. No marketing spin. No hiding.

Just the raw, honest truth about every position. Straight from the person who has every single dollar of his own money invested in these companies.

What Happens Next Week?

Most investment newsletters give you a list of stocks.

Maybe a price target. Maybe a summary. And that’s it.

What I’m doing next Tuesday is completely different.

I sit down in front of the camera and look you in the eye.

I share my entire personal portfolio with 100% transparency.

Every single dollar of my investable assets is in this Portfolio.

Not some of it. Not most of it.

All of it.

When the Portfolio goes up, I make money. When it goes down, I lose money.

My retirement. My family’s future. My financial independence. It all depends on the stocks I recommend to you.

Charlie Munger said it best:

My incentive? To make this Portfolio as good as humanly possible.

Because it’s not just your money on the line.

It’s mine too.

I’ll walk you through every single position. Company by company.

For every single stock, you hear:

✅ My conviction level (a score from 1 to 10)
✅ Would I buy it today? Yes or no? And exactly why.
✅ The expected return I’m targeting
✅ What would make me sell

Here’s an example of Games Workshop.

The stock is up 94% since we bought it for Compounding Quality and almost 6.000% since I first bought it in 2015:

On top of that, you also get to ask me questions. Live. In real time.

Think about what that means.

You can ask me about any stock in the Portfolio and get a direct, honest answer on the spot.

I’ve never done anything like this before.

I’m making myself very vulnerable here. And I don’t plan to do another webinar like this soon.

A Clear Goal: $10 Million

I want to be transparent with you about something.

I have a personal goal.

I want to grow this Portfolio to over $10 million over time.

Not for the status. Not to brag about it.

But to make me, my children and grandchildren financially independent.
(I don’t have children yet, but I hope I will one day).

Think about it. If I hit $10 million by investing in the same stocks I recommend to you…

What does that tell you about the quality of those stocks?
And about the conviction I have in these companies?

Everything.

It tells you these aren’t random stock tips.

These are carefully selected, deeply researched, high-conviction businesses that I trust with my own financial future.

I even drive for 12 hours to meet some of the CEOs of the companies in Our Portfolio.

Next Tuesday, I’m inviting you behind the curtain to see exactly how I think about each of them.

Why This Webinar Is a Once-in-a-Long-Time Opportunity

Let me ask you something.