San Francisco-based investor and proponent of investing in great businesses. Thought leader on moats, brands, pricing power, position sizing.
Sean is included on MOI Global’s exclusive list of the world’s thought-leading investment managers. Award
In conversations in 2016 and 2017, Sean discussed his philosophy of investing and managing an investment firm.
Sean has written on brands, forecasting, low-growth stocks, position sizing, profit margins, and rare events.
Sean spoke on Capitalism without Capital (2019) and the Likely Compounders of Tomorrow at (2018).
Sean has been a featured instructor, presenting ideas including Booking, First Republic, Landstar, and Sensata.