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Part II: Intuition & Real-World Examples

Early in my career, probably in the mid-80’s, I attended the first cellular telephone investment conference held in New Your City. At that time, a cell phone was literally the size of a brick, witness the fictional character, Gordan Gekko, in the film “Wall Street,”...

Part III: Developing Intuition & Trusting It

Intuition is not something that can be taught, but it can be developed over time if you pay attention to your experiences and connect them to outcomes where you just had that feeling that an outcome was going to occur. I’ve never taken a class or read a book on how to...

Part 1: Intuition’s Role in the World of Investing

I often think about the role intuition has played in my investment career. When I look back, some of my best decisions came when I listened to that “little voice” inside me. Conversely, some of my worst decisions came when I didn’t listen to it. Professional investors...

Dear TCM Community,

The 2025-26 TCM academic year might have been our best yet, and I say that with enormous respect for all of the previous classes and years. Some of you might enjoy the recap of this year as I sent a similar letter to our Executive Board at TCM. First, Professor Ko did...