The ocean doesn't care about your swimming lessons.
Writings and observations from David Steinberg on contrarian investing, market survival, and the long game of capital allocation.
"The ocean doesn't care about your swimming lessons, and the stock market doesn't care about this book."
Selected Writings
Published Works
Investment Philosophy
A concentrated, long-term approach that combines the acumen of a special situations hedge fund with the patience of a decade-long investor. We believe that running a portfolio must be a solitary activity and that diversity is the enemy of performance.
David Steinberg
Founder and Chief Investment Officer of Marlowe Partners. Yale 2005. Trained under George Soros and Scott Bessent at Soros Fund Management.
His goal is to create the most profitable and longest lasting investment firm in history — combining the acumen of a special situations hedge fund with the patience of a decade-long investor.
He has kept investing journals for over 15 years, believing that the passage of time thins out competitors, compounds capital, and gives a compounding of knowledge in specific areas.