After three decades in finance and investment, I’ve finally decided to start sharing my thoughts, experiences, and insights in a more personal format. While those who know me from Horizon Capital are familiar with my professional commentary, this blog aims to offer something different – a blend of market wisdom, personal experiences, and thoughts on the future of finance and technology.

Why start now? The financial landscape is evolving at an unprecedented pace. From my early days at Ernst & Young to my current role at Horizon Capital, I’ve witnessed remarkable transformations in how we approach investment and value creation. But what excites me most is what lies ahead.

A Recent Market Observation

Last week, I was discussing with our investment team about a fascinating trend we’re seeing in the market. There’s been much talk about artificial intelligence and its impact on stock valuations, but what’s really catching my attention is how traditional value metrics are being redefined. Companies that would have been considered overvalued by traditional standards are demonstrating sustainable growth patterns that challenge our conventional wisdom.

Take the recent surge in fintech valuations. While some analysts cry “bubble,” I see parallels to the early days of internet banking – a sector that many claimed was overvalued in the late 1990s but has since become fundamental to our financial infrastructure. The key is distinguishing between speculative enthusiasm and genuine transformative potential.

Beyond the Markets

But this blog won’t just be about market analysis. Through The Stenson Foundation, I’ve learned that success in finance isn’t just about reading charts and analyzing balance sheets – it’s about understanding how financial decisions impact real people and communities. I’ll be sharing stories from our foundation’s work, particularly how we’re helping young entrepreneurs bridge the gap between innovative ideas and market reality.

What to Expect

In the coming weeks, I’ll be diving into:

• Practical insights from my investment experience
• Emerging trends in private equity and venture capital
• Stories from The Stenson Foundation’s initiatives
• Thoughts on mentorship and leadership in finance
• Analysis of market movements and opportunities

A Personal Note

While I’ve spent years writing investment memorandums and market analyses, blogging is new territory for me. I aim to make this space informative yet accessible, professional yet personal. Your feedback and engagement will help shape the direction of future posts.

For those interested in joining this journey, consider subscribing to the blog or following our social media channels. I’m looking forward to sharing insights and engaging in meaningful discussions about finance, investment, and creating lasting impact.

Here’s to new beginnings and valuable conversations ahead.

P.S. In my next post, I’ll be sharing my detailed analysis of why I believe the current market volatility presents unique opportunities for long-term investors, particularly in the technology and renewable energy sectors. Stay tuned.