Evergreen Investing

The CIO Brief: Don’t Time. Trim.

People want things to be binary, but life is a spectrum.

Dec 10 • Brad Johnson

November 2025

The CIO Brief: Free Stuff Ain’t Free

“There are only two places where socialism will ever work - in Heaven where it isn’t needed and in Hell where it’s already in practice!” - Churchill…

Nov 11 • Brad Johnson

October 2025

The CIO Brief: Invest Like Dad

If you’re a father, you probably have all the required skills to be a world class investor.

Oct 27 • Brad Johnson

The CIO Brief: You Just Never Know

Should happen never means will happen.

Oct 13 • Brad Johnson

September 2025

The CIO Brief: You Can't Argue with Crazy

Avoid crazy at all costs.

Sep 23 • Brad Johnson

The CIO Brief: Worry Is Priced In

Your Guess Is as Good as Jamie Dimon’s

Sep 15 • Brad Johnson

The CIO Brief

Robinhood and Fake IDs

Sep 7 • Brad Johnson

January 2025

Key to Investing: Avoid Stupidity

Outstanding investment results don’t require a genius level intellect.

Jan 31 • Brad Johnson

December 2024

GP Stakes Investing - Deep Dive

Minority ownership in private equity general partnerships

Dec 6, 2024 • Brad Johnson

November 2024

Avoiding Falling Knives

Plus the Advantages of Discounted vs. Distressed Investing

Nov 26, 2024 • Brad Johnson

August 2024

What is GP Stakes Investing?

Learn more:

Aug 25, 2024 • Brad Johnson

Real Estate Needs to Get in the GP Stakes Game

GP Stakes is a form of financial innovation.

Aug 22, 2024 • Brad Johnson