Time Horizon LLC

“The big money is not in the buying and selling, but in the waiting.”
— Charlie Munger
“Price is what you pay. Value is what you get.”
— Warren Buffett

Notes from my journal

Quick Thoughts on “Rebalancing”
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Let the Bond Market Speak: Why Americans Should Pay Attention to the Bond Market
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Trust Is The Foundation
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The Back Half
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Look-Through Earnings: The Earnings You Don’t See, But Do Own
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Boring Works. Promotion Pays.
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A Tale of Two Mindsets
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Beyond the Average: Why Index Funds May Not Be Enough
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Rethinking the Value Proposition of College Education in a Changing World
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Should you invest with me?
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When Markets Fall
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Some Perspective on Financial Literacy
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The Birth of Time Horizon LP
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OUR MISSION

Deliver exceptional investment returns while fostering long-term relationships built on trust, transparency, and a passion for creating lasting value.

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Disciplined

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Transparent

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Excellence

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Disciplined | Transparent | Excellence |