Let's Talk About Financial Health with Johnathan Booth

Posture & Purpose With Dr. Michelle Carr Frank

This episode of Posture & Purpose we sit down with Johnathan Booth with his Booth-Laird Capital Management and Booth-Laird Ventures.

Jonathan Booth, CFA, CPA/ABV: A Chartered Financial Analyst (CFA) and CPA who is also Accredited in Business Valuation, he has extensive experience in financial analysis and investment research. He earned the Elijah Watt Sells award for scoring one of the ten highest scores on the CPA exam globally in 2006. He worked as auditor for Ernst & Young and KPMG, two of the world’s largest public accounting firms, before co-founding Booth-Laird Capital Management. He currently serves on the board of directors of private companies FlyGuys and US PBC as well as on the board of advisors for private companies Muddy Water Dredge Solutions and Skillcloud Consulting Group.

Booth-Laird Capital Management is a boutique investment firm founded in 2008 and based in Lafayette, Louisiana. We’re an experienced team that manages money for high-net-worth individuals through private investment funds we create and manage.

Booth-Laird Ventures is a bespoke venture capital platform. Current investments include FlyGuys, Muddy Water Dredge Solutions, Skillcloud HCM Solutions, and USPCB.

Our flagship fund is Booth-Laird Investment Partnership, LP (“the fund”). When you invest with us, your money goes directly into that fund. Similar to a mutual fund, everyone’s money, including ours, is pooled together and invested into the stock market, focusing exclusively on great companies. We make every investment decision ourselves based on our decades of experience. We have a long history of successful investing.

فصول

1. Welcome And Hedge Funds Explained (00:00:00)

2. Speculation, Bitcoin, And Bubbles (00:01:58)

3. A Day In The Life: Read And Analyze (00:03:20)

4. Pattern Recognition And Risk Sensing (00:05:05)

5. Early Spark: McDonald’s Stock And Buffett (00:07:10)

6. Misconceptions And Investing To Personality (00:10:20)

7. Data First, Then Business Intuition (00:12:05)

8. Fly Guys: Drones, Data, And Scale (00:14:10)

9. Kevin O’Leary’s Investment And AI Angle (00:17:35)

10. Use Cases: Construction And Agriculture (00:20:05)

11. Lessons Learned: Bed Bath & Beyond (00:23:15)

12. Starter Playbook: 401k, Roth, Index Funds (00:25:00)

13. Read More, Rely Less On AI (00:27:05)

14. Relationships Compound Like Capital (00:28:40)

15. The Front Page Rule And Closing (00:30:30)