I have been investing since 1998 (age 16) when I saved nearly all my money from working on my winter break from high school, and invested it according to the value investing principles I had read about in Warren Buffett’s shareholder letters and books about value investing. After high school, I attended Southern Methodist University (SMU) in Dallas, Texas, where I graduated summa cum laude with a degree in finance. Post graduation, I worked in investment banking for two years (helping companies raise financing, buy other businesses or sell their businesses) before joining a private equity and debt investment firm, where I have worked for four years. My investing philosophy has been developed through my insatiable reading of books written by and about prominent value investors and their investment philosophy, 11 years of public market investment experience and four years of private equity experience, where I have invested and/or manage over $625MM of investments in 6 companies.
I have started a newsletter that provides, via e-mail, one investment idea every month to my readers. I select investments based on the value investing principles espoused by Warren Buffett, Joel Greenblatt and Glenn Greenberg, (i) investing in good businesses (ii) with management teams who wisely allocate capital (iii) that can be bought at a cheap price.
Tell us a bit about who you are and the people you reach
I target two audiences: (i) High Net Worth Individuals who use my newsletter to select stocks and (ii) other finance professionals (hedge and mutual fund managers). I try to target my newsletter to High Net Worth Individuals who are generally intelligent and may have a little finance knowledge.
I am looking for a word template that I can use every month when publishing my newsletter. I would like to fill in the template with that month's newsletter's text, print to .pdf, and then send to my subscribers via e-mail. I have attached example newsletters that I have published in the past and two newsletters that I like, but feel free to be creative and not mimic the ones I like.
In addition to word, I would also like .jpg, .png, .ai, .pdf, and .psd formats.