“Afoot and light-hearted I take to the open road,
Healthy, free, the world before me,
The long brown path before me leading wherever I choose.
Henceforth I ask not good-fortune, I myself am good-fortune,
Henceforth I whimper no more, postpone no more, need nothing,
Done with indoor complaints, libraries, querulous criticisms,
Strong and content I travel the open road.”
-Intro to “Song of the Open Road” by Walt Whitman
Thank you for stumbling upon Against the Grain Investments. This site is a forum for a small group of private investors endeavoring to exercise independent thought and creative analysis in hopes of achieving superior investment returns. The format is simple: through a democratic process, the ATG team selects 8 equally-weighted securities (long only) to hold in a portfolio. Periodically the composition of the portfolio will be reviewed by ATG with changes implemented through the same democratic process. ATG intends to share both the performance and composition of its portfolio over time with the general public, accompanied with brief analysis, commentary, random humor, and rationale as appropriate.
The ATG team will rely on one simple premise for its holdings at any given time: “What are our best 8 risk/ return investment ideas today?” Thank you for visiting the site and we hope you find some ideas and value for your own investments moving forward!