As Graham instructed, we make our investments in public equities with a business owner’s mindset. We seek to own companies that:
Have a business model we can understand.
Have a competitive advantage.
Have a star management team.
Are conservatively financed.
Are available at an attractive price.
Such opportunities do not present themselves often, and therefore we may make fewer than one new investment per year. Ultimately, we are investors, not speculators. BlackBird does not predict market movements or hold a view on macroeconomic factors. We merely aim to invest in a small group of businesses where the value far exceeds the price.




















Copyright 2025 BlackBird Financial LP | All Rights Reserved.
Copyright 2025 BlackBird Financial LP | All Rights Reserved.