Upgrade: The Birth of an Investor

I have often said that worldview is a predictor of behavior. What is a worldview?

A worldview is the narrative you absorbed through your family, education, and experience that act as a toolbox of beliefs, assumptions, and values elements. by which you interact with the world. It is the story of you and your place in the world.

The Great Conversation is really about worldview creating the soil for ideas and actions that change the world.

This great conversation starts with a young man who was seeking his place in the world from humble beginnings, oldest of seven kids in a lower middle class family that often struggled. This formed the foundation of responsibility and the agency that life could be better.

He could have gone into professional baseball after his junior year in college, but had the foresight to see the lure of the game was not going to pay off.

He finished school, and like many of us, took a job to pay the bills. The first one was with a general contractor. The second one was in sales. Each of them was formative. However, he was a voracious learner. He dove into books by Warren Buffet and Charlie Munger about value investing. He quizzed his father-in-law about commercial real estate. This created the foundation for his venture into commercial real estate.

And the rest is a fable you must listen to because he went from a net worth of $50,000 to a portfolio of business interests between $15-$20M in 14 years.

Along the way he left his mind and spirit open creating the opportunity for mentorship and learning.

And now he is giving back by seeking to upgrade others as he himself was upgraded by his mindset and fortuitous connections along the way. Operation Upgrade is all about him identifying the learners and providing tools and a hand as they strive to see the possible upgrades in themselves. ..

This was a great conversation with a man with a worldview that is upgrading the world around him.