Being early is the same as being wrong if your investors don’t have the patience to wait.

investingpatiencePost-Magellan interview, 1998

The hedge fund structure gave me something Magellan never could — the freedom to be right on my own timeline.

freedomhedge-fundIndustry speech, 2005

Tampa is the most undervalued city in America. I’m putting my money where my mouth is.

convictionreal-estateTampa Bay Times interview, 2017

Winning the Stanley Cup was more satisfying than any trade I’ve ever made. And I’ve made some very good trades.

passionsportsPost-championship interview, 2020

Data tells you what happened. Judgment tells you what happens next. You need both.

analyticsinvestingWharton lecture, 2012