Unfiltered Coffee Q&A, April 2026: Finding Compounders, Building Conviction, and Navigating AI, Careers, and Wealth Across Generations

I share a wide-ranging monthly Q&A on long-term investing and the human side of money, from finding compounding opportunities and building conviction in uncertain markets to portfolio construction and idea generation. Tune in, enjoy listen here or on your favorite platform.

I explain my approach: treat stocks as ownership of businesses, focus on value versus price, use structured checklists alongside experience-based intuition, keep a living wishlist, and use market turmoil to buy good businesses at better prices. I discuss position sizing and timing (often gradual, sometimes fast in panics), what I do when a stock falls, why holding great businesses long enough matters, and why I use valuation ranges rather than precise targets.

I also cover how AI helps with information processing while judgment and conviction remain human, reflect on career decisions and non-traditional paths into investing, offer views on private equity and the role of a CEO, and discuss wealth across generations, family dynamics, housing, succession, and balancing ambition with fulfillment.

Podcast Program – Disclosure Statement

Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.