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 and even if I haven’t hit commercial success, I’m still helping people drive profit and progress and still giving away millions of $$$ worth of insights each year.

Proof is in the pudding…
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Organizational Capital Jonathan Poland

Organizational Capital

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Market Saturation Jonathan Poland

Market Saturation

Market saturation refers to a state in which a particular market is filled with a high number of similar products…

Venture Capital Jonathan Poland

Venture Capital

Venture capital is a type of private equity financing that is provided to early-stage, high-risk, high-potential companies. Venture capital is…

Professional Skills Jonathan Poland

Professional Skills

Professional skills are a combination of talents, abilities, knowledge, and character traits that are necessary for a person to be…

Bottleneck Jonathan Poland

Bottleneck

A bottleneck refers to a point of constriction or reduction in capacity that can limit productivity, efficiency, or speed. It…

Conceptual Framework Jonathan Poland

Conceptual Framework

A conceptual framework is a theoretical structure that represents and organizes a set of concepts and ideas. It is used…

Product Transparency Jonathan Poland

Product Transparency

Product transparency refers to the practice of providing extensive information about products and services, including their ingredients, production methods, and…

What is an Economic Bad? Jonathan Poland

What is an Economic Bad?

An economic bad refers to a negative outcome or impact that results from business activity and consumption. This is in…

Cell Production Jonathan Poland

Cell Production

Cell production is a manufacturing approach that involves organizing work into small, self-contained units or cells. Each cell is responsible…