CHAPTER I / CURIOSITY
A gift became
a first investment.
At thirteen, Jeff used a bar mitzvah gift to buy his first stock. It was the beginning of a question he would keep returning to: what makes a business worth owning?
That curiosity grew into three decades of learning about companies, markets, and the decisions that connect the two. His approach developed over time, through experience and a willingness to keep asking questions.
CHAPTER II / CRAFT
An editor’s eye.
A builder’s standards.
Jeff’s background includes a career in film editing. The work taught him to care about the craft—and to take responsibility for what he put into the world.
That standard carries into his teaching: work through the details, make the thinking understandable, and create something useful.
“You don’t put out work you’re not proud of. Period.”JEFF COWAN · ON HIS FILM BACKGROUND
CHAPTER III / OWNERSHIP
See the business.
Then consider the price.
Seeing the original iPhone in 2007 became a memorable example for Jeff. While others questioned the missing keyboard, he was interested in the product’s potential and the business behind it.
The lesson he brings to investing is broader than any one company: understand the product, the people, the competitive advantage, and the valuation. A compelling story is a starting point for research.
He later brought that same analytical approach to options, with attention to trade mechanics, possible outcomes, and the risk involved.