hello

My name is Jonathan.
I help people build assets.

I’ve spent more than 20 years analyzing and forecasting ideas across the global economy. Work that’s covered deals in public and private equity, real estate, and commodities. Today, that work helps business leaders leverage financial data and market insights to drive sustainable value.

about me

This is my journey.
Here’s the story so far…

Born ♓ and raised in the south, moved across 3 states, 2 major cities, and 6 schools in 18 years. Three sport 🏀 🎾 🏌 letter athlete in high school, studied computer science in college, and went into finance summer of 2001.

By November, I was a series 7 licensed broker making 300+ 📞 cold calls a day, finding and pitching deals to HNW investors, and spending nights learning strategies and best practices of top money managers.

Got really good at finding the right stocks and writing reports. Built positions in NXTL, WMB, AAPL, and CHKP. However, it didn’t take long to become disenchanted with industry norms (IYKYK) and after Hurricane Wilma destroyed my office 🏢 decided to start a research service for DIY investors. This was well before newsletters were in vogue.

Spent the next decade picking winners across the capital markets and managing private assets for a select group of clients. By 2015, I had begun working more with entrepreneurs and executives – turning investment strategies into models for better business development.

From 2002 to 2018, my research handily outperformed the S&P 500 with close to 75% accuracy. Subscribers included affluent investors, family offices, and financial professionals with total assets under management reaching well into the billions.

During that run, I helped to create and write the premium newsletter at GuruFocus and have since published over 600 📝 articles, many seen on major financial news sites. Along the way, coached 20+ executives, 2 from the Fortune 1000, and wrote a book 📖 on better investing.

In 2018, I decided to close my research service in order to focus on building a membership for business development, designed mostly for SMEs. Then my grandmother passed, the Covid-19 pandemic happened, my wife gave birth to our first child… all in successive years.

Fast forward to 2026, I still run a boutique (aka small) membership based advisory service. New name, same standards.

for context…

Learn More

Value Pricing Jonathan Poland

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Due Diligence Jonathan Poland

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Competitor Analysis Jonathan Poland

Competitor Analysis

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Cost of Capital Jonathan Poland

Cost of Capital

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Action Plan Jonathan Poland

Action Plan

An action plan is a detailed strategy that outlines the steps and resources needed to achieve a specific goal. It…

Strategic Risk Jonathan Poland

Strategic Risk

Strategy risk refers to the potential for losses resulting from the implementation of a particular strategy. All strategies carry some…

Basis of Estimate Jonathan Poland

Basis of Estimate

A basis of estimate (BOE) is a document that outlines the methodology and assumptions used to create an estimate for…

Incident Management Jonathan Poland

Incident Management

Incident management is a process that involves the organization and coordination of efforts to address and resolve information technology incidents.…