The Owner’s Memo - Become A Better Investor
Hi, I’m Tim. Welcome to TheOwnersMemo.com. I’m glad you’re here.
What To Expect
☀︎ Weekly Article: Starting on May 5th, and every Tuesday morning, I’ll deliver another edition of The Owner’s Memo to your inbox and the website. I explore case studies of great investments from the past, review investment research, writings, and discussions, share occasional current investment ideas, and consider other interesting investing topics. I try to write for individual investors in a way that even professional equity investors will find interesting.
All subscriptions are free.
About The Owner’s Memo
The Owner’s Memo is a newsletter about what it takes to do great long-term investing, written with as little pretense as possible. I started it primarily for myself, to record my thinking, sharpen my ideas, and keep working toward becoming a better investor and generating the highest possible returns.
About Me
I’ve been working professionally in finance since 2007, first as a research analyst for a large investment bank, then as a portfolio manager for a large commercial bank, then as the Chief Investment Officer of a mortgage company. I am a CFA charterholder, and prior to my career in finance, I completed my doctorate in physics.
If those credentials help convince you to sign up for The Owner’s Memo, then I’m happy. But ultimately I hope you forget all those things and the good writing I do here will stand on its own and produce great results.
Thank you for joining me,
Tim Isgro



