Monday 6 February 2017


Welcome to The LT3000 Blog.

I have recently left a decade-long occupation as a professional securities analyst to pursue my passion as a full time investor, and perhaps eventually found and run my own fund. Owing to the now onerously-burdensome (and hence costly) regulatory requirements involved in establishing a fund these days, barriers to entry have risen for small-time punters such as myself. As a waystation, I am managing a small pool my own and friend & family money, and in the meantime, am enjoying being able to dedicate all of my energies to improving my capabilities as an investor. 

I have no grand ambitions for this blog – it just seemed like a fun thing to experiment with. I enjoy writing, and putting ones thoughts into writing is also a useful discipline. It quickly reveals any gaps in the chain of logic; missing facts; or insufficiently-scrutinized assumptions that may have crept into ones though process undetected. I do not wish for this blog to become a chore, however, so I intend to only post as frequently as a I feel inclined.

Aside from satisfying my inability to keep my thoughts to myself, my goals with this blog are to connect with other like-minded individuals; plug myself into the global value investor community; and to have my thinking tested by other competent investors. I primarily work alone at present so such testing is valuable. Please feel free to be as brutal as you wish in the comments (although please keep discussions with others civil) – I enjoy intellectual sparing and I am not easily offended.

The “LT3000” reference is a combination of my initials/nickname, and also a second nickname I acquired early in my career, “3000”, a jestful part-insult part-complement coined by a senior trader, which stuck.