What is Hourglass Investing?
Hourglass Investing is designed for you, the self-directed investor.
I understand that your time is your most precious capital. But I also know that money is pretty great, too.
Why not have both?
Why not save time scouring 10-K’s, annual and quarterly reports, and management interviews?
That’s exactly what Hourglass is designed to do. The service provides in-depth, high-quality research into growth-oriented companies that saves you countless hours by putting all the information you need on a company in one place.
Completely free. Completely painless. To allow you to put your time towards the things that matter to you, whatever those may be.
While Hourglass empowers the individual investor with insightful investment perspectives and thorough research, please note that specific buy/sell recommendations remain a personal choice.
My job is to give you easy-access research and the tools to succeed – your job is to make your own investment decisions respective to your investment goals.
Investment Strategy & Approach
While no Hourglass Investing article will ever provide specific recommendations for or against a company, my general investment approach and strategies are still central to the types of companies that I’ll be covering.
The Hourglass Investing portfolio is centered around 3 foundational pillars:
- 1) Growth
- 2) A Very Long Time Horizon (35+ years)
- 3) The Desire to Do as Little as Possible
With an investment horizon stretching decades and a stomach for volatility, it would be foolish for me not to invest for growth. This doesn’t mean I will never make a move based on value, or that I don’t consider value in my approach to buying/selling – it simply means that I’m focused, almost exclusively, on companies that are continuing to grow, ideally for another 5-10 years, either as a new player in an old space, or as a leader in an established space undergoing industry tailwinds.
As for the kinds of companies I cover, I very rarely follow the ‘hot’ industries unless there is an extremely underappreciated opportunity within that space. I don’t do cigar butt plays, short-term turnaround stories, or high-yield companies in decline, as they simply aren’t aligned with my core pillars. Typically, I prefer to find the names that are less discussed but are quietly growing revenues in the mid- to high-teens or above, such as a company like dentalcorp, ($DNTL) or industry leaders with significant growth potential in their market, such as WSP Global ($WSP).
These are the kinds of companies you can expect to find in your inbox if you subscribe to Hourglass Investing, and I will always disclose whether I own shares myself or not.
Meet the Team (Me)
Author of the Hourglass Investing series
host of the Hourglass Investing Podcast.
I was born in rural northern Canada, and found an interest in finance at a young age when I was gifted the personal finance classic, ‘Rich Dad, Poor Dad’. I was hooked immediately.
Hourglass Investing is my most recent extension of this passion.
I started this series to fulfill my own desire while doing investment research; to find a singular source for all the information I need on a company – from the basics of what the company does and how long it’s done it for, to more in-depth and technical analysis of the balance sheet, competition, and industry.
Since I couldn’t find it, I decided to make it. And so Hourglass Investing was born; a painless, free, and single-source series for thorough, end-to-end & company-specific research.
My vision for the series expanded to the Hourglass Investing Podcast for a more brief analysis of companies on the go, and to cover more general investing topics for beginner and experienced investors alike.