Accidental Investor Journey

Michael shares his unexpected entry into the investment world, starting as a research associate at Bernstein without any prior knowledge of the industry. His passion for numbers and the excitement of the technology boom in the late '80s fueled his growth as an investor, highlighting the challenges of blending value investing principles with the fast-paced tech sector. He reflects on the thrill of witnessing groundbreaking innovations, like the introduction of the first portable laptop, which shaped his investment philosophy.