AI Tools Useful For Investment Professionals

There are many Software tools a person or Investment Banker or Adviser could utilize to facilitate better returns and better Data or projects your developing in the Finance Space here are a few that are interesting for Advisers, Accountants and Financial Professionals.

Today’s post will draw on AI Tools that could make a Investment Adviser Representative and Investment Bankers life easier. It’s highly likely these tools have steep learning curves but just knowing about them can put your career at at fast vertical acceleration if you use them to automate your tasks and projects that make the clients portfolio more profitable. Cheif Financial Officers Especially need to read and pay attention to todays post. The day’s of not learning new tools is over. Are Financial Statements rely on our Companies Ability to be always evolving and closing gaps of inefficiencies.

First we need to understand “DATA TOOLING”. DataSnipping is used in EXCEL to accelarte Data in the spreadsheets and a whole lot more magic that is useful to Accounting and Financial Statements.

According to DataSnipper,

AI tooling refers to software that automates, analyzes, or enhances financial workflows using machine learning, natural language understanding, or agentic reasoning.

For Financial Planning and Analysis teams, this means:

eliminating manual data entry
accelerating reconciliations
improving internal controls
surfacing risks earlier
enabling quicker month-end and year-end closes
strengthening documentation for audit and regulatory review

The right tools turn hours of manual work into minutes — without sacrificing accuracy or control.

CHATGPT

Sam Altman and Elon both have their eyes on me as I continue to stumble forward as a Entrepreneur, however I would like to highlight ChatGPT and what this incredible AI Tool can do for you in Finance. CHAT-GPT can analyze financial data, including expenses and financial statements (income statement, balance sheet, and cash flow statement). ChatGPT will discern anomalies in the data requiring human investigation and follow-up. Finance can determine the accuracy of any financial analysis created by ChatGPT.

That’s very useful to know and I would highly encourage Investment Professionals to begin exploring incorporating CHAT GPT into your Adviser and Investment Banking Operations. The Tools for Financial Benchmarking and Analysis alone are extraordinarily useful. Let’s not forget the Tax information that can be retrieved and used by the Investment Professional when your lost. It’s magical!

SAM ALTMAN is doing his thing by making sure it’s on it course to grow. It’s commendable that Sam is always out front leading his team. Good Job Sam.

How FP&A is changing?

Ernest and Young Diedre Ryan wrote;

“As the FP&A Trends Research Paper 2025 reveals, AI adoption in FP&A has surged from a mere 6% in 2024 to an impressive 41% increase in usage in 2025, marking a pivotal shift in finance capabilities. Finance leaders are discovering that AI’s use goes beyond supporting general insights, machine learning predictions and natural language processing commentary.

This also includes evaluating real actionable decisions through combining capabilities such as smart data integration and exploration, report generation, forecasting and scenario simulation. This era of finance transformation not only enhances operational efficiencies but also positions finance leaders as strategic partners driving connectivity and value creation across the enterprise.

IBM Planning Analytics

IBM Planning Analytics powered by TM1 is a business performance management software suite designed to implement collaborative planning, budgeting and forecasting solutions, interactive “what-if” analyses, as well as analytical and reporting applications. For IBM’s Platform, Here is the link.

ZOCS

AI Assistant built for financial advisors, Zocks automates financial advisor workflows to enhance collaboration, efficiency, and control, saving hours of admin admin daily. This tool can give your IAR’s or CFA’s a compass when they need to automate workflows. That’s very useful.

ALTRUIST

As Investment Adviser Professionals our workflows and compliance needs to be at the forefront of everything we do as Independent Professionals. So when I discovered the Software Platform ALTRUIST I quicly saw it’s utility for Independent Investment Advisor Shops. According to Altruist’s website it describes itself as, “The AI-forward wealth platform and custodian that unifies account opening, trading, portfolio management, billing, and reporting.” Check it out here.

Not to change any subject, but rather share some additional avenues of Information in our Advisory Space and our Professional Podcasts worth a listen and where I source our Industry Insights from?

When I begin to think about great Podcasts I have listened to in the Investment Advisory Space Michael Kitces has one of the Best Adviser Podcasts out there when it comes to content in the Adviser spaces. Michaels Podcast range of guests are truly exceptional in the Advisory Space. I would highly suggest any new Series 65, Series 7, 79’s, and CFA’s to listen to his podcast like I have. You learn a awful lot about what it happening in the Advisory space. Another very special woman who I am crazy about is Laruen Templeton of Lauren Templeton Capital Management in Tennessee. And her podcast with fellow Value Investors is absolutely worth the listen. Here.

AI ROBO Advisor’s

ORIGIN

In other words, Origin is more of a AI ROBO PLANNER and the application platform aspires to truly be an AI financial advisor, with an emphasis on the advice rather than (just) managing investments. Also; What kinds of investments can I track in Origin? You can connect brokerage, retirement, and crypto accounts to see all your investments in one place. Origin also supports tracking of stocks, ETFs, mutual funds, bonds, and alternative assets via CSV upload.

DATARAILS – CLAUDE

There are many Applications a CFO could use for FP&A, and Marketing Leads. However FinanceOS® connects every data source across your business — totaling 400+ integrations — from Salesforce to SAP to specialist niche software. It is your live, Auditable Data Layer ready to work with any AI platform. It certainly is interesting looking from the bottom up at this platform. Im my opinion its worth exploring if you are a small shop that needs this type of service.

That’s All For Today!

In the End there are many interesting AI Applications that a company and or Team could use in the Financial Space. However if your really not finding exactly what you need as a CFO or Adviser Shop or even an Accounting and or Tax Law Firm or maybe a Independent Enrolled Agent. You have a few options at your disposal. You can use what everyone else in the community is using, you could have a application built for your firms propreitary use, or you can use an AI Application that develops Apps for you and correct it as you go. All things considered? It’s a big Space! Many AI Apps available. Just keep searching and correcting your own systems. Eventually? You will find an AI Application or stack of AI apps that work for you and your team. Until Next Time. Thank you. Good Night and Good Luck!

Jameson Sharp

Business Articles, Conglomerates, Corporations, Corporations

Corporate Conglomerates | M&A

Today’s Post is going to detail what is a real CONGLOMERATE and how a Private Company eventually morphs into a Conglomerate Operation that eats the Financial World alive with real Company Examples.

Basics you need to know, before we can get into what a conglomerate truly is and how it grows and operates. First we need to answer the simple question. “What is a Conglomerate?”

“A Corporation that is made up of several different independent businesses.”

You first need to know what a Corporation is?

According to Google’s Gemini; “A corporation is an entity that acts as a single, fictional person. Much like an actual person, a corporation may sue, be sued, lend, and borrow. Additionally, a company which has been incorporated can easily transfer ownership through stock sales and exist indefinitely.”

What does this mean and how does this work or morph into a Conglomerate that consoldates and eats the business world up? We first need to build a Coporation.

Building a Corporation

When building the foundational cornerstone of any Corporation. You literally have a Chairman at the Diamond and Founder who begin building a group of trusted qualified and experienced Board of Directors. Who’s mission purpose is to Advise the newly formed corporations operations and financials and accounting, operations and even the Founders path. At this early stage it is vital that the founder begin to generate revenue and continue to fundraise to grow the companies operations. Usually about a year into the building of this Corporation the Accounting firms and Law firms will begin to introduce you as the Chairman and Founder to companies thats need consolidating or just to be bankrolled or literally are for sale. This is a crucial step in growing and building a conglomerate. But this Team must have the right team. And know specialized Capital Allocation and finance skills.

By year 3-4 it’s likely your operations and even the balance sheet has likely exploded in growth by acquiring companies in your space in a consolidation play. And by year 5? Other companies that are crucial to your companies supply chain and or core services and products begin to be bought as a safety strategy for ensuring the companies Continuity and future stability of company operations. Continuity of Operations is key to a Family Corporation beginning to branch out into other Industrial Spaces.

Speaking of Industrial Spaces and Commercial Real Estate? As a writer and community resource for many in the Finance Space I do like to include people affecting the business space positively. AVIVA Sonenreich in Denver, Colorado is the Principle of Warehouse HOTLINE. Aviva is THE woman you want to contact to learn all about Industrial Spaces in Real Estate as an Investor. She is the authority online with her content. Aviva does do business with Conglomerates and Corporations routinely. Aviva’s Content has featured Media Moguls like Gary Vaynerchuk and even Legendary Commercial Real Estate Broker BOB KNAKAL. Im a huge fan the talented CRE Broker Crew on X. Check out Aviva’s Viral Content. She is an Authority in the Industrial Real Estate Space!

The Companies Balance Sheet can be utilized as Bank

Jamie Dimon the CEO of J.P. Morgan introduced me to the fact of creating a Fortress Balance Sheet for your company, your company should have been already using specialized Finance skills to generate a Fortress Balance sheet. In doing so? Your Board of Directors can assign your Assets to a specialized Committee that begins making investments or issuing other Companies Collateralized Credit for their operations.

If your looking for some basics to teach you about the basics involved in reading and understanding the Balance Sheets? Havard Business School has a excellent page in their Accounting Program. HERE!

Banking on the Balance Sheet

There are only a few procedural cash flows a Business can use from the Balance Sheet as a Bank. These include Your Accounts Receivables. Another form of Financing can be utilized from the Permanent Assets or Real Estate and or Commercial Real Estate that maybe listed on your Balance Sheet Long Term Assets. Sometimes there is creative ways to utilize your Real Estate for additional Cash flows and additional collateral when negotiating with Bankers and Advisers for additional Capital. These are only a few traditional methods we have seen when reading Balance Sheets and how the Balance Sheets Cash Flows and Assets are used for Lending and Banking privileges. The name of the Game is utilizing assets for cash flow. Maybe you start to think about your own assets on your Balance Sheet and creative ways they can add additional cash flow to your business.

Example of Famous Conglomerates | John Malone TCI

John Malone built one of the most successful conglomerates on earth. His company TCI is still the model many in Wallstreet Investment Banks marvel at and talk about today. John Malone’s Books are a must read for any entrepreneur or Acquisition Deal Maker or even Investment Advisers and fellow Bankers. Cable Cowboys. An absolute Favorite of mine. JS

Mergers and Acquisitions

Ok! First we need to understand Mergers and Acquisitions.

Understanding Mergers vs. Acquisitions

According to Investopedia; The terms mergers and acquisitions are often used interchangeably, but they have slightly different meanings.

When one company absorbs another and establishes itself as the new owner, the purchase is called an acquisition. Unfriendly or hostile takeover deals are always regarded as acquisitions. However, an acquisition can be done with the willing participation of both companies.

In a merger, two companies join forces to reinvent themselves as a single new entity. In general, the two firms are of approximately the same size, and this action is known as a merger of equals.

For example, when Daimler-Benz and Chrysler merged, those companies ceased to exist. A new company, DaimlerChrysler, was created. Both companies’ stocks were surrendered, and new company stock was issued in its place.¹

Investment Bankers and Competing Business Executives and Law Firms may approach you as a Business Owner of your Board of Directors Members for a possible Transaction opportunity.

Common Reasons for Mergers and Acquisitions

There are usually a variety of reasons this will happen. Usually because the business owners are getting older and are ready for an exit. Or maybe they have had to file Chapter 11 and have no other options for financing. Or maybe they mismanaged funds and are looking for a White Knight situation or maybe they have no family to take over the failing finances or operations. Or could be maybe simply this company does a lot of business with you and YOU and your BOARD Agree that it would be wise to ensure your companies continuity by buying your suppliers business. All valid reasons Mergers and Acquisitions happen.

So by now you likely have begun Acquiring or Merging Companies under your companies umbrella. And the exponential growth happening to your company is literally compounding at exceptional rates. Leading to more cash flow and even maybe more Acquisition Opportunities.

How Family Corporations go from normal core fundamental services and operations to conglomerates behemoths.

By now your Board of Directors has expanded, your core principle business has expanded as well into a actual legal pyramid called a Holding Company with many LLC’s underneath it’s umbrella. The LLC’s represent each of the Companies that your corporation holds as investments and assets. Your Holding company begins to acquire or be offered many new types companies that are branching away from your Corporations Core Company Operations.

The Range of Company Investments and Acquistions maybe expansive. From National Sports Teams, Major News Papers or Media, Banks, Finance, Utilities, Consumer Driven Retail Businesses or maybe niche businesses that are simple and will never go away like Coca-Cola.

Like Berkshire Hathaway the range of Companies on your Balance Sheet is beginning to invest into and acquire is beginning to be expansive. Maybe you and your Board of Directors have taken your Company Public or may have stayed private. However Let’s take a look at Berkshire Hathaway’s Corporate Structure as a Public Holding Company.

Structuring your Holding company to be simple and segmented is crucial for survival. Like the Decentralized model Berkshire Hathaway Warren Buffett and Greg Abel and Ajit Jain have done in Omaha Nebraska. Below is a better top down view how Berkshire Leadership Executive Management operates and how the Management of it’s Investments report. In military terms? This is Berkshire’s Chain of Command. This is a Decentralized Organizational Structure.

Advantages of Decentralized Organizational Structure

According to Crowjack Article on Decentralized Organziational Structure;

Implementing a decentralized organizational structure is highly valuable for organizations as the decentralized organizational structure can help the business organization to effectively manage the business operations by empowering employees for various decisions. The advantages of the decentralized organizational structure are discussed as follows-

Strategic decision making- One of the key advantages of the decentralized organizational structure is strategic decision making as a decentralized organizational structure ensures that the upper management team delegates the day-to-day decision-making tasks to the lower management and all the important decisions are taken by the top management. This can help the organization to focus on strategic decision-making.
Efficiency- Implementing a decentralized organizational structure can help to ensure efficiency in the organizational operations through quick and independent decision-making. Also, the top management may be incapable to take various decisions, and delegating tasks to lower-level employees may help the organization to improve efficiency.

Buying and Investing Builds Conglomerates!

As we move forward it’s highly likely your Board of Directors and Corporation have made Investments into many different spaces and industries now as your Mergers and Acquisitions and even your Boards Investments have morphed from a small Corporate Board of Directors into a Decentralized Organizational Structure. Your Balance Sheet has exploded as well and your likely a very wealthy person exploring your own Family Office by now. It’s interesting when you grow from Acquisition Roll Ups and begin expanding your empire? You find that more Cash begins to build up on your Balance Sheet for additional Transactions and more Companies for sale in different spaces begin to find their way to your Board of Directors and your CEO’s Desk. But with all this success comes great stewardship over your capital and management of your companies under you. Never Mistake growth as profitability. These are entirely two different things.

Conclusion

So I just took you from starting a small company to building a behemoth company in a few paragraphs. We must be mindful growing a small corporation into a large international corporation is tricky business. I personally like to subscribe to a Decentralized Organizational Structure. It can be used to build massive companies and investment companies over long term horizon’s. Overseeing and Managing Billions in Investments and Merging Companies and making Transactions happen around you is very difficult if you do not have the right information and basic strategies. It does not happen over short term timelines. It’s only long term timelines. The rule of Compounding applies in this instance of building Conglomerates.

Over time as you gain momentum? Your corporation begins to gain speed and momentum in your respective industries equaling speed and growth that compounds into incredible returns on your Balance Sheet. After all? Your growth is all that matters. This is why small corporations become and morph into Conglomerates. That’s all for now. However, I hope you learned a few things here. Until next time?

Thank you

Jameson Sharp

Business Articles, M&A Current Transactions, M&A Strategies

David Ellison’s Skydance Paramount Wins WAR for Discovery Acquisition

On February 17, 2026, Warner Bros. Discovery board of directors assessed Paramount Skydance’s proposal to acquire 100% of the company’s equity as being on terms far more favorable than Netflix’s existing offer. Netflix had previously agreed to a merger valued at $27.75 per share—$82.7 billion in total—targeting only the studio and streaming assets.

The Winning Offer

By contrast, Paramount Skydance presented a new proposal on February 14, 2026, offering $31 per share—$110.9 billion in total—for all assets, including broadcast networks such as CNN. Under Warner Bros. Discovery’s formal notice, Netflix was granted a four-day priority period to respond and negotiate; however, on February 26, 2026, Netflix confirmed that it would not submit a revised offer.

My Role in the Winning Bid for Team DAVID; I am happy to report my alliance with David Ellison has been VICTORIOUS for the Billion Dollar Cash Offer for Discovery Channel from Warner Brothers Board of Directors. David did not need me in this transaction. However I offered some strategic political guidance to him on the Political and Market Chessboard to dominate a weak Netflix strategy. Resulting in a obvious Victory for CEO David Ellison’s TEAM SKYDANCE PARAMOUNT!

The Key details of David’s Winning Bid forcing Netflix to backdown are as follows;

As of February 27, 2026, Paramount Skydance has agreed to acquire Warner Bros. Discovery in a massive $110 billion deal, creating a combined media giant. The agreement, which follows a long bidding war and Netflix’s withdrawal, brings together major film libraries, streaming services (Paramount+ and Max), and television networks. Variety Variety +3

Key Details of the Acquisition (as of Feb 27, 2026):

Previous Negotiations have been ongoing and stalled at times. Warner Brothers has allowed Key Details to reveal they are on the seller side of the table and not in a positon to negotiate with a strong Buyer; TEAM DAVID ELLISON.

The current details are as follows of the Acquistion.

Deal Structure: Paramount will acquire WBD for $31.00 per share in a cash deal, with a $7 billion regulatory termination fee.
Financing: The Ellison Trust is providing $45.7 billion in equity, with an additional $57.5 billion debt commitment from Bank of America Merrill Lynch, Citi, and Apollo.
Impact: The merger consolidates two of Hollywood’s “Big Five” studios into one, significantly altering the landscape of entertainment, news, and streaming.
Regulatory Scrutiny: The deal is expected to face intense antitrust review, with the California Attorney General’s office signaling a potential challenge to block the merger. PR Newswire +3

The deal is expected to close by the end of 2026, pending regulatory approval.

This is a ongoing situation and will see new developments and I will keep you the reader updated as the Story Evolves.

Jameson Sharp Chairman of WAR INC.

Annual Report, Ben Graham, Business Articles, Entrepreneurs, Growth Investing, Investing, Phillip Fisher Books, Securities Porfolio, Value Investing

2025 Annual Report | Securities Portfolio

Today’s post will be a detailed Outline of my 2025 Securities Performance highlights, Professional Investment Lesson’s, Learned Investment Philosophy’s put into practice and even people to watch within investing while sharing more about my personal mission as a Entrepreneur. My Investment Philosophy adopts best practices by many professionals out there in the community. Professionals like Orlando Bravo, Peter Theil’s Entrepreneur Philosophy of Zero to One and of course lots and lot’s of content by fellow Value Investors who have adopt Ben Grahams and Phillip Fisher’s Investment Philosophy even including Venture Capital Investment Lessons that do work. This will be fun. But will show “GOOD, Bad, and UGLY. Let’s get started.

Below you can see my Investment Performance for the year of 2025 developed a wide margin when compared to the S&P’s performance. My securities portfolio again proved that I am someone to watch.

2025 My securities Portfolio Soared to new heights. All Because of my faith, and from the trained fundamentals and Investment Philosophy that was taught to me by Seth Klarman, Bill Ackman, Li Liu, Mohnish Pabrai, David Park, Guy Spier, Warren Buffett, Charlie Munger, Phil Fischer, and Ben Graham and even the always quick to put me on a Path of Zero to One Mr. Peter Theil.

My Concentrated Investments focus on the TMT Space.

What is the Definition of TMT according to Boston Consulting Group;

Technology, Media, and Telecommunications (TMT) companies deliver the products, infrastructure, and content that boost resilience and sustainability across industries, and across society. But they also face challenges that require them to think boldly, respond quickly, and continuously improve.

Discipline of Doing Nothing When Markets Dip

In the beginning of 2025 my personal situation was deteriorating fast and was not good, I was being harassed, Stalked, investigated, hurt, drugged and electronically monitored and more all year. And strangely I have even had people following me around all year. It was really a crazy situation and felt like it was heading toward total WAR with whoever was stalking me. I was angry a lot. I was literally hiding in my Car as I traveled around trying to learn to program as a entrepreneur. I also have been studying German this entire year. So I am progressing and learning new skills. Figuring it out.

A guy with a New York Yankees Hat kept appearing. I was leaning on the skills taught to me by my Brothers who are Elite Military Special Operators to survive. While at the same time I was being stalked by a group of People who were not letting me know their intentions, and unidentified people in our Government. It was really Bad. I had several Government Agencies using the same Specialized Software to stalk me. And then their Corporate Counterparts doing the same. None of it was really clear. But it was clear I was under siege.

I was noticing they were jamming my phone and limiting what I could do to make income, and move around as a person. Cars were crashing near me. And just crazy following me around. My life was being controlled electronically. It was wrong. My health has been severely affected by the abuse and more I have gone through this year. And of course my Civil Rights were routinely violated. It was shocking and crazy. Moving on..!

Arizona to Los Angeles To San Francisco To Las Vegas

Here is what I did, I was in Los Angeles by January 2025 and worked my way to Oxnard California and I could tell Mr. Bravo was watching by now. He likely wanted to see what I was about as a Entrepreneur. I just Hunkered Down and kept trying. Strange people were controlling things I could do. I could tell someone was trying to make me broke and desperate. Using Government Computers and more.

But with all this crazy happening? I had the foresight and discipline to look at my Securities Account and “DO NOTHING, ALL YEAR”! And the account began to SOAR IN VALUE. Compounding nicely. I did not short any public company all year. That is a myth.

Concentrated Securities in my Portfolio

It’s no secret I like to keep my Fund’s Portfolio Highly Concentrated, so much so that I literally only have 4 Equity Positions. My Portfolio literally has been closed for about a year and half as I continued to learn to manage the unwanted contact happening to me and the fact I have criminals or strange eyes loitering around. So I Kept my portfolio closed and allowed it to compound nicely.

Securities I own?

-Tech Stock INTL., Insight Enterprises Stock, Berkshire Hathaway Stock, Pershing Square Stock

These are the Securities Offerings I keep within my Stock Portfolio. I have one complaint, Insight Enterprises. But I will never sell it.

Moving on, My first Stock is my highly concentrated position inside my portfolio. It has soared in value since I have owned the Company. I am very happy with the guys at this Undocumented Tech Company. Im also happy with my Berkshire Hathaway and Pershing Square Company Positions. Berkshire has not performed as well as I thought, but with long term horizons I can see it’s value will see new heights. Pershing Square? I just keep buying it. Value Investors do support other Value Investors. And I am proud to say, I am in the Value Investors Club as member. Thank you guys.

Investment Philosophy Drives Professional Investment Behavior.

The topic of Investment Philosophy is a very broad engaging topic that is high controversial at times, and I see value across the spectrum of Entrepreneurs and especially from my group of Value Investors. However let me share some brief details of what Value Investors are and Growth Investors.

Value Investing Definition according to Google:

Value investing is a strategy where investors aim to purchase stocks at prices below their so-called ˈintrinsic valueˈ, expecting the market to eventually recognize the stock’s true worth.

For More In-depth Value Investing Principles and Philosophy in Action? Please Visit These Fellow investment professionals. Guy Spier’s Blog. And Howard Marks Memo’s.

Growth Investing Definition:

Philip Fisher pioneered growth investing and wrote Common Stocks and Uncommon Profits. He introduced the buy-and-hold method, focusing on a stock’s potential growth over the long term. Fisher’s “15 Points” guide investors to assess companies’ leadership and innovation.

Please feel free to read these fantastic books By Phil Fisher.

What has Warren Buffett shared about Phil Fisher’s books?

Now that we have some basic investing Philosophy out of the way, we can foucus on long term Securities Investing and Valuation. What is securities Valuation? Li Liu has excellent content on Value Investing and Valuation. Li Liu’s video below is worth the watch.

More Content for Concentrated Portfolios and his thoughts on Diversification by Legendary Macro Investor Stan Druckenmiller.

Investment Management Styles Do Differ

There are so many great Investors I would love to include in my Annual Report. Those I have learned from. But I am unable to list them all. However in the VC Investment Space I do pay attention to Legendary Actor Edward Norton who helped fund ZECK, and fellow Brazilian Jiu Jitsu Investor and Grappler who is a Black Belt Professor the always fun Actor Ashton Kutcher of Sound Ventures. If your paying attention to the VC World? You will want to look to them for Investment Philosophy as well. Because they have made some small Investments perform incredibly well in the Venture Capital Space. And that’s very impressive to watch. And deserves a mention in my annual report.

My year as a Entrepreneur has been extremely difficult and led to events that were honestly intentional by outside people who did not have my best interests at heart. But Im still going. Still here. Working my way as a Entrepreneur. Believe it or not? My Investment Skills give me more of a education and edge in life than those who have not put in the work to learn the Investment Philosophies and other books I have read that give us contrarian value.

Technology Software Investing Activity

Many people who do not know me well. Do wrongly assume I am this Billionaire Stock Broker who is some High Flying Executive who was involved with Politics and a Insider witin the Trump Administration. But the truth is very different. I am a Tech Entrepreneur, writer who does have a Bankers Education and does have my License Qualifications to manage large pools of capitol. Who is also learning to program slowly and building my own company from the ground up. If I must choose one person who gets me, and does understand my Entrepreneur mission it would be Mr. Don Orlando Bravo of Thoma Bravo. He is an Attorney who is also a Banker who helped build a Private Equity Firm in Software. His company and investments are very close to what I am building as well.

Thoma Bravo, the world’s largest software-focused investment firm, manages over $181 billion in assets for over 75 global software companies.

In all fairness it takes a very long term Horizon to achieve what Thoma Bravo has achieved. And the best lesson from fellow Value Investors Mr. Bravo and Mr. Thoma I can share that resonates? “Is keep figuring it out and keep learning new skills. It may take a few decades. But you must commit to pay that price.”

Thank You Mr. Bravo. Im working very hard to make you proud Sir.

2025 Investment Performance

All my Value Investing Family and Friends, to the Family Offices, and even Investment Professionals who have visited my website want to know what my performance was? It’s simple I took a screen shot of my Etrade Account Portfolio at the end of the year. I dominated once again this year by wide margins vs. the S&P. My yearly return was an astounding 73.6 percent for 2025. Im not bragging. However I did have the discipline to do absolutely nothing in my account all year. And that is where I shine as a Professional Investor. With all the chaos and dirt things that were done to me this year? My investment portfolio remained untouched and compounded beautifully this year.

Yours can do the same if you adhere to some time honored Investment Philosophy priciples and philossophy I detailed above in the books and content I shared. But? You must put in the work! It takes lots of time and reading and continued learning to join the ranks within Professional Investing. And you must absolutely have discipline when everything is falling and crashing around you. Maintain your discipline to never touch your securities and never DAY TRADE! And if you have chosen wisely? And if the long term horizon of the Market agrees? You too will results that exceed your expectations.

Conclusion

Politically? I am a Independent. I see value on both sides. And as writer? I maintain my independence from undue influence within politics. There is no good that can come from Political Fights. It is in my opinion? That I should just keep doing my own thing as a Entrepreneur. As such..? I would like to include a Foundation in my annual report that deserves a mention. The George Clooney Foundation for Justice.

In the George Clooney Foundation for justice mission statement it reads; “We wage justice by providing free legal aid in defense of free speech and women’s rights in more than 40 countries. We monitor and report on unfair trials, challenge unjust laws in the courts, establish legal aid clinics for the most vulnerable and support the next generation of gender justice champions.” This absolutely deserves a mention in my annual report. It’s important work. And I support it.

Thats all for this year. Thank you for reading my annual report for my securities portfolio. And as I leave? Let me leave your with this personal thought that I love by the great Actor George Clooney.

George Clooney played Edward R. Murrow and would sign off the air every night in a very classy fashion I do like to use commonly as person and writer. So..? I wish you well. And?

Good Night. And Good Luck!

Jameson Sharp

Business Articles, Law, White Collar Crime

Shadow Banking | FINANCIAL CRIMES ENFORCEMENT

YES IT’s TRUE. I AM A FINCEN NETWORK PARTNER. I DO NOT WORK WITH ANY NON LICENSED PROFESSIONALS WITHIN BANKING SPACE. However Shadow Banking Does Shape World Politics.

SHADOW BANKING

The Question We Need To Ask Is? What is Shadow Banking and how is it used for Criminal Activity? In this post I will touch on several Shadow Banking topics within illicit activity. From Loan Sharking, Money Laundering, Insurance Fraud, and even Iran’s use of Oil and Gas and Gold to evade Fiat Monetary Systems and Launder Money to fund Terrorist Proxies. This is a long topic. However this is only a brief post on this interesting white collar topic.

According to Google’s Gemeni;

Shadow Banks aren’t specific named institutions but rather a diverse group of non-bank financial firms performing bank-like functions, including investment banks (Goldman Sachs, Morgan Stanley), money market funds, hedge funds, private equity, finance companies, mortgage lenders (Quicken Loans), and newer players like crypto lenders, all operating with less regulation, posing systemic risk but also providing crucial credit.

Key Examples & Categories:

Investment Banks: Goldman Sachs, Morgan Stanley.
Asset Managers: BlackRock (sometimes called the world’s largest shadow bank).
Funds: Money Market Funds, Hedge Funds, Private Equity Funds.
Lenders: Mortgage lenders (Quicken Loans), payday lenders, peer-to-peer lenders (LendingClub).
Structured Finance: Asset-Backed Commercial Paper (ABCP) Conduits, Structured Investment Vehicles (SIVs).
Insurance Companies: Reinsurance firms.
Other Entities: Government-Sponsored Enterprises (GSEs), Securities Lenders, crypto firms.

Why They’re Called “Shadow Banks”:

They provide credit and liquidity like traditional banks but aren’t subject to the same strict oversight (like capital requirements).
This lack of regulation can amplify risks, as seen in the 2008 financial crisis with entities like Lehman Brothers and AIG.

In essence, any firm that acts like a bank (taking risks, lending money) but isn’t a regulated commercial bank falls under the shadow banking umbrella, with a constantly evolving landscape. I hope this makes perfect since.

Criminal Organizations that act like Shadow Banks are todays topic of interest.

How can Shadow Banks Be Used For Criminal Activity?

Look Everyone; There is nothing wrong with Investment Firms or Entrepreneurs using Investment Funds to fuel a business or companies growth trajectory. But when Criminals who are not licensed begin using shadowy means to hurt others, avoid TAXES, and use fraud and other crimes to produce and Hide Assets illegally? Thats a problem.

Criminal Financial Activity

When it comes down to criminal activities and Shadow Banking? Criminal Activity can be best described using a short list! We find a lot of Loan Sharking, money laundering, Extortion, and transferring funds to different countries to hide assets and avoid TAXES.

Loan Sharking & Money Lending

Criminals historically have used their own Money FUNDS to make loans on the street. The Italian Mafia and other Criminal Organizations pool capital together from legitimate and ill legitimate means to have their soldiers or associates lend money out on the streets to desperate small business owners, and sometimes businesses that are in trouble financially and are willing to pay extremely high exorbitant interest rates for access to short term loans. And no surprise when the Business owner or Proprietor fails to pay the money back? The Mafia uses force and takes possession of the business or begins hurting a person until the money is paid back in full. Or a third option is Insurance Fraud. It’s a cruel and dirty way of doing business. It’s very nasty.

The Art of using illegal Profits to Produce New Legitimate Profits!

It’s highly likely you have heard of and seen the SOPRANO’s TV Series on HBO, as matter of fact one of the Guys Mr. Steve Schrippa follows me on X Twitter. His character was Bobbie Baccala the Husband of Tony Sopranos Sister Janice. And its absolutely comical to watch the Series on repeat. Its a classic Americana TV Show. But make no mistake that is a life I would never want for myself or my family. Because the damage of it all to relationships and the crime. It’s really undesirable.

Usually we have historically seen the older Sicilians, and Italian Mafiosi in the 1970’s use their illicit profits to open Pizza Shops in Manhattan, Brooklyn, and beyond. Then we see the Mafia open Construction Companies for Cement, Waste Management Companies and more service companies. Like “Sammy the Bull Gravano” did in the 1980’s. And let’s not forget Colombo Family CAPO Michael Franzese Gasoline Tax Operation that made him and the New York Italian Mafia family members Billions. They used illegal street profits to generate new profits on the Income Statement using cash businesses as financial structuring vehicles. It’s a quasi way of structuring for money laundering. But it works. And that’s why they do it.

Making money is the American Way, But let’s keep it lawful and keep our communities safe. This post is all about how Financial Crimes Enforcement Network uses it’s legitimate Businessman to enforce Federal and State Laws. There are guys out here Hunting Criminals and other Legitimate Banking and High Finance Professionals that are always looking for Criminals in the shadows. Who may be defrauding or committing white collar crimes in the Financial Space.

It’s not wise to run into Investment Professionals like myself who have worked inside Military Special Operations, CIA, DIA, and Financial Crimes Networks, and the FBI. Hunting Criminals is something many of us have done for fun. While making sure Transactions, and Investments are made with Integrity. The integrity of the Capital Markets and private markets are the beating heart of what makes the United States so Dominant and Powerful globally.

Money Laundering

The Definition of Money Laundering according to Financial Crimes Network (FINCEN); Money laundering involves disguising financial assets so they can be used without detection of the illegal activity that produced them.

The principle in Money Laundering is simple. Use Illicit money to make or blend illicit money into legitimate profits. This is the principle inside what we know today as Money Laundering.

Many International Money Laundering Activities have been traditionally used to Launder Dirty Narcotics Money from Cash and cycle this dirty traceable cash into the Banking System for legitimate uses. In the end with Forensic Accountants and more Forensic Tool and Investment Advisors Representatives trained in spotting structuring and questionable deposits and other other red flag activity? It’s extremely difficult to evade the Authorities, and the layers of Trained Financial Professionals to abscond from Investigations exposing illicit cash flow that may be questionable Banking deposits. It just does not pay to commit White Collar Crime.

Institutional Level Insurance Fraud

While recently reading PwC’s article about Insurance Fraud within the Insurance Space it’s clear that if your thinking about a street criminal filing false Insurance Claims as a form of fruad? We are just not on the same page. The Fraud I am focusing on is Institutional International Fruad by Eastern European, and even Latin American organized Crime networks. It’s big business for a Shipping Containers full of Cars, Boats, and American Exports that have been stolen to be shipped out and be fixed and sold onto local markets.

According to PwC’s website; (Insurance offerings are an attractive target for financial crime through fraud, sanctions, bribery, corruption and other avenues. Despite this, insurers have relatively immature risk control frameworks compared to their banking sector counterparts.

In the US alone, industry organisations such as the Coalition Against Insurance Fraud have estimated that insurance fraud costs Insurance Financial Institutions $350.6 bn annually. It’s a risk that imposes significant costs on insurance companies and results in higher premiums for policyholders.)

If you really want to learn about the Insurance space? Pay attention to our Berkshire Hathaway Friend; Ajit Jain. Ajit built Berkshire Hathaway’s Insurance Arm with the incredible late Mr. Michael Goldberg. Ajit is an Indian-American executive who is the Vice Chairman of Insurance Operations for Berkshire Hathaway. Insider speak from my Berkshire Charlie Munger friends have shared Ajit speaks to Warren more than Charlie did in his later years. They are very close over there Berkshire.

It is said by the Insurance Authorities that roughly Ten percent of all Insurance Claims are fraudulent. Those are big numbers. However if we do the math and if returns are averaged out within the Insurance Firm Assets and Investments? Your likely to see why Insurance is so profitable as a Business model. IF your 100million dollar Insurance Fund has a 12 percent return that year and your cost of doing business is Seven Percent of 7million in Claims? You get the picture it is very profitable in the small margins of roughly 2 to 3 percent profit on Millions to large numbers.

Its great to exercise my knowledge as trained Investment Professional on my blog. The numbers don’t lie. Insurance Fraud is big business in the United States and International Criminal underworld. But the numbers do cover the Fruad happening in the Institutional space. “The Business Fundamentals are fundamentals as Warren and Ajit say!”

Money Laundering Activity | Iran Shadow Banking

The Example I am about to give is a real example of A Iran Shadow Bankers using Shadow Banking. This is a real example of a Foreign Country Iran the United States has caught laundering money from illicit oil and gas activities to fund the country’s terrorist proxies and terrorist networks across the globe.

Iran, Tehran Caught Funneling Nine Billion For Terrorist Proxy Activity

According to the FINCEN Advisory; Tehran relies on shadow banking networks of Iran-based exchange houses and foreign companies to evade sanctions, sell oil and other commodities abroad, launder money, sustain its regional terrorist proxies, and fund its military and weapons programs. Iranian shadow banking networks are connected across continents—most prominently through the United Arab Emirates (UAE), Hong Kong, and Singapore—by a diverse array of Iranian front companies. This includes oil companies, shell companies, shipping companies, investment companies, and technology procurement companies, which transact billions of dollars with each other and with unrelated companies, who may be witting or unwitting counterparties.

It’s no secret Iran has traditionally allied itself with Russia, and even it’s Islamic Mullah leaders have led crowds on Friday Prayer to scream “Allah Akbar, Death to America. The Great Satan.” However Iran is a Oil and Gas country and it’s export is difficult to export due to the International cooperation to sanction Tehran’s support of Proxy Terrorist Activities. We have seen agin and again Iran export Oil and Gas to other nations it does business with. And when Tehran takes it’s profits from the Oil exports it uses these profits to evade capital markets detection and grow the Money on the many European Stock Exchanges using middle men who act like Irans Personal Investment Professionals. Ultimately this is how they evade sanctions by the United States Foreign Policy. Gold is often used to circumnavigate fiat monetary policies in United States Aligned Capital Markets.

Criminal Shadow Banking Activities Extend Globally

If your a reader like myself? I would recommend a good book by decorated career CIA Case officer Bob Baer who was investigated by his own Government for turning down a plot to overthrow Saddam Hussein in the early nineties. During his travels Bob goes into details about the affluent oil & gas Money Men he frequently met with as a CIA Case officer within the Middle East. During one of his meetings he describes how these Financiers Influence their shadowy networks to make policy and investments work for thier interests. They use Oil and Gas money to influence Governments, Funding Infrastructure, Regional politics, and influence Commercial Transactions. And lot of what we know is detailed in his books related to Investments made into infrastructure and security forces and of course the business of Middle East politics.

Monitoring Politics and Government Policy’s is a huge part of what CIA case officers do overseas. Shadow Bankers often Influence Economies and Make Investments for Rebel or Friendly Government Alliances on the ground within hostile countries and territories. It’s a fascinating look into how Oil and Gas does business over seas and how money guys are the negotiation point men that keeps politics moving and keep private businesses afloat with capital. If you want to read about normal American guy who went from Berkley California to the Traveling the Middle East? Bob Baer’s book will not disappoint. I say this with true affection for Bob and Dayna Baer, this is a fantastic read.

Did you catch my post on the “Three Financial Statements”

“The Company We Keep”

I do hope you found true value in todays brief post on Shadow Banking. Its primarily written to explore criminal angles in the Shadow Banking space. I do not have a need or want to have any experience within the Criminal Shadow Banking Space. This purely for education and should be read with a curiousity in mind. It’s a topic I will write about extensively in the coming years. Because the Advisery’s from the The United States Financial Crimes Network from the United States Treasury are truly that interesting. Thank you. Until next time?

Jameson Sharp

Asset Protection, Business Articles

Nicki Minaj’s Asset Protection Nightmare

Todays Post is going to look on and evaluate the recent California Judgement against Nicki Minaj’s Asset Protection Woe’s and how she is maybe forced to sell her Twenty Million Dollar House in California to pay a former Security Guard’s Five Hundred Thousand Dollar judgment Dispute. It’s clear Ms. Minaj employed the wrong Attorneys and Advisers who left her vulnerable legally and her assets were placed at risk. As sad of a story this is? This story is comical and not as abnormal than we think.

This story show’s that even Entertainers and their Attorneys are extremely vulnerable to Lawsuits if they have not partnered with the right Investment Advisers, and Accountants and Estate Planning and Asset Protection Attorneys. And proves the value of implementing Off-Shore Trust Structures and how they can be used for High Net-worth Families or Entrepreneurs.

Let’s get a little Jerry Springer here in the story’s details.

The Singer – Rapper and her Husband got into a Backstage Altercation with Security in Germany.

According to the Rolling Stone Article by the reporter Nancy Dillion; Full story link

“A Los Angeles judge said today she’s on the brink of ordering the sale of Nicki Minaj’s $20 million Hidden Hills mansion so a security guard can collect on the $500,000 default judgment he won after suing the “Barbie World” rapper and her husband over his alleged backstage assault at a concert in Germany.”

“My tentative is to grant this,” Los Angeles Superior Court Judge Cindy Pánuco said at an afternoon hearing. “I just want to make sure we’re getting it right.” She said the only outstanding document in the application to force the home’s sale was a Bank of America statement detailing Minaj’s payments on the $13.3 million mortgage since October 2022 and the daily interest accrual.

“Let’s say there’s no bidder who offers the full $20 million, and it goes up for auction, and they don’t get fair market value, and it doesn’t cover everything,” Pánuco gave as a hypothetical. “If it doesn’t cover what the sale is required to cover — including the judgment, in this instance — then I would use that evidence to help me to determine that.”

Did you catch my Post “Index Investing is more Art than Science”

“Where Minaj’s Attorneys, Advisers Failed and what is her actual Net Worth”

As a qualified Investment Adviser Representative professional we are trained and work along side other high Finance Specialists, we are the Idea guys and most times are the last line of defense against decisions that involve loss of assets and implementing Asset Protection relationships with Attorneys. If you did not know? Attorneys are usually the Documents guys, and Accountants are the Series of Numbers Professionals.

Nicki Minaj is a Vulgar Singer-Rapper from Trinidad who caught the eye of several Music Executives who basically invested a little capital into her for her absolute rise to fame from the streets of New York. But with that rise to fame and collaboration with other Singer, Producers, and Executives in the Music space you find that most often times these Music Executives forget to educate Singers, Rappers and Even Sports Figures about basic High Finance, and Asset Protection strategies.

And often times these Entertainers become Victims of Attorneys who are opportunistic and file frivolous law-suites for their own benefit. And by the time a Attorney or Plantiff files a lawsuit against a person with Assets that are unprotected by strategic Trust’s? It’s to late! Leaving this person on the Hook for a judgement that literally can snowball into Monetary Obligations that exceed comprehension. And ultimately embarrassing bankruptcy.

Minaj’s Net Worth Causally?

Based on my research, and look? If she is stuggling to give 500K to a Security Guard for a Judgement?She is not worth 150mil. It’s highly likely she has no limited liquidity and asset’s she can not keep a payment plan stable. The Singer Rapper Nicki Minaj is not worth One Hundred and Fifty Million as listed on Celebrity Net Worth Website. Her Assets do not add up to this staggering number. She lacks basic Liquidity, and Obligations that out weigh her Capital Gains or and Income. She owns more obligations and liabilities than meets the public’s eye. It’s likely her assets sold at fair market auction may total 40 million. And let’s not forget she does not have a team that can administer a Family Office. Check.

What Can Rising Rap Star’s or Singer or Sports Athlete’s Do?

The following info is published online in other places and in many videos. So nothing here is personal Investment Advice or Legal Advice From Me. But this basic information will save your ASS if you find yourself in a Vulnerable Position as a new rising Singer, Rapper, or Sports Athlete. Before the blood sucking law-suites begin to appear. These Steps will save you large amounts of money, pain, and financial and emotional despair as you become experienced to the wickedness of the Unfair Market. What I would do if I found myself in a position of rising wealth?

Consult a Estate Planning Attorney Immediately. This will save your family immediate pain and be vital for your survival.
Hire a trusted Respectable “LICENSED” Investment Adviser Representative as a strategic quarterback for your Asset Investment and have them build a custom Defense Playbook. JP Morgan is always great.
Hire My Professional Friends Firm “ASSET PROTECTION PLANNERS” LINK HERE. It’s vital you set up a Financial Plan or Trust that maybe Off Shore to circumnavigate a Judge’s Order like above. Protecting your assets from Frivolous Law Suites.
Hire a Enrolled Agent or Licensed CPA that is trusted and highly respectable in your space.
Hire Legal Shield to keep your Legal Advice at the push of a Button. It’s cheap!

If you do these tasks this will set you up on a Path to employing highly specialized Professionals in your industry, local area or space that can help you mitigate a disastrous outcome like exactly what is happening to Mrs. Nicki Minaj and her Husband. If we look closely at what actually went wrong with the matter in California with Mrs. Minaj and her Husband we will see one key failure.

The Failure That Could Have Saved Her From The Lawsuit

If we look at what the exact failure is that could have saved Ms. Minaj and her Husband from Hiring a expensive Defense Attorney and going to court? It’s not just one failure. It’s a series of Failures! However, if there was one failure? It would have to be Mrs. Minaj and her Husband did not have the proper experience and professionals surrounding them that could have prevented this matter in the first place.

The keys that would have prevented this? Is simple. Hiring Trusted Advisers and Attorneys that do this for a living and can shield your personal asset’s. There are legal structures that can literally prevent opportunistic scoundrels, and less than ethical Attorneys from filing frivolous Law-suites and taking your money or assets. As you end up in the news and you from being embarrassed.

If you have no assets that a Attorney can collect from? Than it’s highly likely they will move to the next Frivolous Opportunity.

What is a Cook Island’s trust?

And how it has been been used to keep your assets safe?

Interestingly a Cook Islands Trust is a Asset Protection Strategy that takes personal Equity, and assets and moves them to a Trust and LLC Legal Tree or Legal Structure that protects a wealthy families liquidity, and assets from a Judge’s order in the United States. So when a lawsuit is filed in the United States? The Cook Islands trust executes a Administrator to oversee and manage the Trust shielding your assets from a US Judge’s Order to bring back your assets to us soil for liquidation.

As you can see using a Off Shore Trust could be useful. Interesting huh?

In Closing

Financial Incentives Usually Drive Bad Advice and Behaviors

Beware: Some Attorneys Are Not Protecting Your Interests, and are only using your ignorance to Line Their Own Pockets! Beware. Only Hire Trusted Good Faith Advisers and Attorneys.

Look Buyer Beware: Or You may end up paying more for your Asset Protection or Financial education than necessary. And in the process sabotaging your own Personal Assets. This is not personal retail Investment Advice, nor is it Legal Advice, it’s education about what I see happening with several failures that keep presenting themselves again and again within the markets. And within the Investment and Legal Space that make for great content.

In all likely hood? Mrs. Minaj and Her Husband could have prevented the embarrassing events by hiring Personal Investment and tax Advisers and Attorneys who actually care about preventing crazy from happening in the first place. And this good faith will likely improve the relationship. And even though it will limit Billable hours for opportunistic Attorneys in Big Law, the good faith does so much more for the Client Adviser and Attorney Relationship. Improving trust and professional trust within the community.

It’s sad I have seen and experienced many in the legal space who are Opportunistic by nature and are less than honorable or too causal when it comes to protecting their clients from further legal action and being honorable about billable hours. If new Entrepreneurs, Rising Singers, Rappers, and Music and Sports industry execs were to steer their new Investments or Artists to respectable Asset Protection strategies. It would result in Artists and Rising Sports figures being more protected and their assets would not be at the mercy of Frivolous Lawsuits or opportunistic Investment or Legal Professionals.

As we grow and learn in life and in our respective Professions it would be good faith as a Professional to help guide our clients and growing Entrepreneurs to Investment and Legal Professionals who can help save them from loss and decisions that could develop into publicly embarrassing events like the Los Angeles Judge considering Selling Nicki Minaj’s Twenty Million Dollar home to pay for a judgement of half a million for a successful Plaintiff.

I hope you enjoyed this post. It was fun to put together. And revisit what we see all to often in the news from vibrant stars who fail to implement basic legal, accounting, tax and legal strategies to protect their families wealth and vulnerable exposed assets.

Thank your for reading.
Jameson Sharp

Business Articles, Law

James Sharp Vs. X Corportion | US DISTRICT COURT LAS VEGAS

It seems that I have to share this Sad but Moment-us Event, I can not read minds, people must speak to me, I am unable to understand people I am connected to because I do have Aspergers, My complaint -Lawsuit against X Corporation and Elon Musk just found it’s way onto the United States District Court Docket this morning in Las Vegas. It alleges a group of people tried to force me to do unclear things that made no since to me resulting in Physical Bodily and emotional | Psych Injuries. Relief is Ten Million Dollars. Donald J. Trump filed a Complaint against X corporation for Ten Million and was not Physically Injured. And collected a Settlement. However? I was injured and for many weeks had to deal with Threats and Attacks.

However? I am smart enough to know I must defend myself from the Crazy following me around as a Entrepreneur.

So I must report I filed a Complaint in United States District Court in Las Vegas. My body has been affected by the covert campaign happening to me that resulted in Injuries and Harm by several individuals because of my Free Speech and Posts on X. The Courts will hear my Complaint.

Full Disclosure: Elon Musk is a Friend of mine. I would die to protect him and his lovely Family. I really hope Elon and his family do not mischaracterize my Federal Civil Complaint as a personal attack. It is not.

Thank you for reading, I do hope Elon knows I appreciate his support and his family’s support.

The Lawsuit is a Question about me being Injured. That is all. Linked below the actual Complaint.

Thank you with the Jury’s Voice and the evidence? I do feel I will be victorious in this sad event or maybe I won’t.

Jameson Sharp.

Business Articles, Documents Templates, Entrepreneurs, Law, Legal Forms

United States District Court Civil Forms For Entrepreneur Complaints

As any good Entrepreneur knows you need to have Legal Forms at the ready and especially United States Disctrict Courts Forms available at a moments notice when you find you have been wronged or are using Civil Statutes to file Civil Complaints as a Financier or Entrepreneur, these are some of thee Forms I use and may be helpful for you.

Pro Se Litigants or Entrepreneur Plantiffs

These are US District Court Forms You may find useful. More on this Website:

https://www.uscourts.gov/forms-rules/forms/civil-forms

First Form I Use is a Cover Sheet for US District Court:

https://www.uscourts.gov/forms-rules/forms/civil-cover-sheet

Second Form That is Useful: Complaint for Civil Case

https://www.uscourts.gov/forms-rules/forms/complaint-a-civil-case

Third Form That I use is if your able to demonstrate Hardship:

Order To Proceed Without Prepaying Fee’s or Cost’s.

https://www.uscourts.gov/forms-rules/forms/order-proceed-without-prepaying-fees-or-costs

Of course you will need to pay to have the Summons Served to the Defendant.

https://www.uscourts.gov/forms-rules/forms/summons-a-civil-action

As any good Entrepreneur will find out you will be all on your own figuring the US Courts out as you go. I do hope you find some of this informative, but this is not in any way Legal Advice. Just forms I have used as a Entrepreneur who Forestgumps my way through the Court System successfully as a Entrepreneur and Financier.

Please feel free to visit the links. This is for other Entrepreneurs out there who do not have the luxury of using expensive Legal Counsel. And may I suggest a great way to utilize Attorneys is by signing up for LegalShield. All the Advice you can get from Attorneys during your Entrepreneur expereince. It well worth the fee’s for monthly plans.

Thank you for visiting. I do wish you well. Nothing here is Legal Advice. However just common sense I have used as a Entrepreneur. To help other Entrepreneurs out there.

Godspeed
JS

Asset Management, Billionaire, Business Articles, Investment Banking, Mergers and Acquisitions, Securities

Mr. Larry Fink Founder BlackRock

TEN FACTS THAT MAKE MR. LARRY FINK THE MOST POWERFUL MAN ON WALL STREET

Capitalized

Mr. Laurence D. Fink (Larry Fink) needs no introduction he is a Founder of BlackRock a Asset Management Company with over 10 Trillion of Assets under management and has been a leader in Investments and Technology space since Founding his company in 1988. Mr. Fink’s story should be defined by his exceptional resiliency. In the early 1980’s Mr. Fink was a M&A Investment Banker at First Boston. And quickly rose to be the top of the Bond M&A Leader space. Until a loss that would ultimately change his career’s trajectory.

It is no mystery Mr. Fink and Blackstone’s Founder Mr. Stephen Schwarzman were partners during the late 1980’s and after a proposal was declined? Mr. Fink decided to sell his stake. Which led to Mr. Fink to start his own Asset Management firm. And ultimately this move led to BlackRock becoming THE Dominant name in the the Asset Management Space.

Entrepreneurs are Outcasts

Any Man of Good Courage like Mr. Fink knows you will encounter opposition to your mission. But you must over come the opposition. “With good courage.””Interestingly as a Entrepreneur like Mr. Fink? I too have had a professional brush ups with Blackstone’s Management. But all is forgiven, and I honestly do have nothing but the greatest respect for Blackstone’s leadership. Mr. Fink, Mr. Schwarzman and even Myself have all been treated as Outcasts in the Investment space. So I believe I am in good company as a fellow Entrepreneur. Smile.”

EXCEPTIONAL SUCCESS IN THE ASHES OF A 100 MILL FAILURE

In light of all the incredible success’s Mr. Larry Fink has had in becoming the most Powerful Man in Finance. It must be shared in order to build his investment success’s? He was subjected to torturous intractable failures and pain along the way.

It is said by some entrepreneurs our failures sometimes become “Badge’s of Honor Stories”. And great stories and legendary stories that circulate within the community.” Mr. Fink’s 1986 One Hundred Million Dollar trading loss has to be best described by me as a “Badge of Honor!” Not because his trading team lost 100 million. But because he did not allow this to define his future.

Even though Mr. Fink did experience a One Hundred Million Dollar Trading Failure that originated when his team was running the Bond Trading at the Investment Bank “First Boston” in the second financial quarter of 1986. Mr. Fink was not fired from First Boston Bank. But he was sidelined. This was not the end for Mr. Fink. He would move on to demonstrate exceptional resiliency moving forward. He has shown us all defeat is not the end. He quietly left First Boston Investment Bank at the age of 36. And moved on from this to Become one of the Greatest of All Time within Asset Management.

Risk is everywhere in Business

After Mr. Fink’s team failure at First Boston, suddenly other Bond Traders and other associates within the Banking space did not want to be associated with him. He was BlackBalled. Just like I have experienced in my quest as a Software M&A Investment Entrepreneur. People will throw mud at you, the groupie cowards quietly snicker and talk behind your back, sabotage you, spreading untrue rumors, and even sabotaging your prospects. All the while avoiding you.

But on any day? These same subversive types will never be able to handle open physical combat with real bone crushing consequences, or in general? Perform at your level. Mr. Fink as a fellow entrepreneur knows how to let your Investment Performance do the talking for you. We learn that the under-performers who sabotage others? They hide. But it’s not the end. Keep moving forward. Punish them with your performance. Risk will always be present.

Mr. Fink has been there done that and now? So have I! “If your not failing and fighting your way forward? Your Not Learning.” This brings me to this Posts purpose.

It’s important to point out even though Mr. Larry Fink experienced a failure and decided to leave his Investment Bank at First Boston. It was clear no one was going to give Mr. Fink access to capital to manage. Until everything changed! Mr. Fink quietly met the Legendary Blackstone Founder Mr. Stephen Schwarzman and then his professional life changed. Access to capital is everything.

Ten Facts about Mr. Larry Fink that make him Formidable

If your not “HARDCORE” about your business and life’s mission? Your not defining your legacy.

1988 Mr. Larry Fink Establishes his Investment Fund which becomes known as BlackRock

1989 Mr. Larry Fink takes BLACKROCK Public. When BlackRock goes public in 1989 it is the Fifth largest Asset Manager listed on the New York Stock Exchange.

Mr. Fink serves as interim Co-Chair of the Board of Trustees of the World Economic Forum and Co-Chair of NYU Langone Medical Center.

Mr. Fink is a current member of the board of the Museum of Modern Art and serves on the Advisory Board of the Tsinghua University School of Economics and Management in Beijing

Mr. Fink’s Duty To Preserving the Liberal Arts

On a side note: “I love that Mr. Fink loves Art like myself and is PURPLE in his political beliefs”. And this is really refreshing Mr. Fink is a staunch advocate and invests in Philanthropy and keeping the Liberal Arts Scene alive. Thank you Mr. Fink! I would like to introduce you to someone who was very kind to me when I was first starting out and who recently passed on and was a fellow Investment Professional from Kansas City. “Mr. G. Kenneth Baum.” Mr. Baum facilitated H&R Bloc Initial Public Offering during his Investment Career. Mr. Baums Son Jonathan Baum, lovely Wife Anna Baum and their entire lovely family in Kansas City would be happy to see I am keeping Mr. G. Kenneth Baums legacy alive in this post by sharing The Baum Family has contributed substantially to our local Art’s scene and the Nelson Museum of Art in Kansas City. It makes me sad I am not in Kansas City currently. However I am there in Spirit. It’s home.

For more info on Mr. G Kenneth Baum? Click here. Back to Mr. Fink.

Facts about Mr. Larry Fink

If you did not know? Mr. Larry Fink is a leader on the Executive Committee of the Partnership for New York City.

Mr. Fink’s Education Success earned him an MBA from the University of California at Los Angeles (UCLA) in 1976 and a BA from UCLA in 1974.

Mr. Larry Fink is the Chairman and CEO at BlackRock: As the firm’s leader, he is responsible for senior leadership, succession planning, and client relationships

Global influence: Fink sits on the board of the World Economic Forum and is a highly influential figure in global finance, with his letters to investors often setting the agenda for major market trends and corporate social responsibility.

Mr. Larry Fink is a leader and in Good Standing as a Member of Kappa Beta Phi Fraternity

Mr. Larry Fink is a Global Leader in Finance and AI Global Influence. His professional Opinion and Influence reach all the way to the Oval Office of the United States of America, The Senate on Capitol Hill, and to Political Leaders across the globe. A Professional Man To Take Serious. Honor.

Capital, Risk, Initial Public Offering

Thank you for reading my post on the Ten Facts about BlackRocks Founder Mr. Laurence D. Fink, Mr. Larry Fink. I would like to end this post with a quote that details Mr. Finks Character and Commitment to helping his guys who are Investment Fund Managers. In a recent article Mr. Fink was heard Praising the alway’s respectable and Dominant Bond Market Analysis Voice his Chief Investment Officer Mr. Rick Reider.

In a 2018 interview, Fink expressed his admiration for Rieder’s character and passion, particularly his “headfirst approach to everything he does”.
- “More than 50 percent of what attracted me to Rick in having him come to BlackRock was his personal being and his character”.
In a 2013 article, Fink praised Rieder’s work, which helped to turn around BlackRock’s active fixed-income business after years of underperformance and redemptions.
Fink referenced a “great statistic that my good friend, Rick Rieder, uses all the time” in a 2024 CNBC interview.

As a Entrepreneur I do believe soon, I too will be in a position to have serious conversations with Investment Professionals about raising my own Company from the ground up. Like Mr. Fink and Mr. Reider’s Fund has done. And I do appreciate my own moves and investment performance will dictate that opportunity.

All things Considered?

Mr. Fink has previously stated on CNBC “IPO’s are good thing!” CNBC Appearnce . Hopefully soon? Me and a Group of Investment Professionals, We can make that reality. And just like taking a page from Mr. Finks Book? I too won’t allow the failures and painful defeats I have sustained from keeping me from going public like Mr. Larry Fink has also done. Making me another Entrepreneur outcast that has reached serious success with serious minded Investment Professionals.

Even though I have also sustained embarrassing failures like Mr. Fink and other professsionals? I too won’t allow these failures to decide my future success. Keeping my integrity, and mission simple and keep moving forward. Like Mr. Larry Fink has done. Thanks for reading. And Thank You Mr. Fink and Mr. Rieder for the content. Jameson “Doc” Sharp.

Accounting, Business Articles, Law, Tax, Trusts

Missouri Residents Deduct 100% of Capital Gains on Taxable State Income

Jefferson City Missouri, July 2025 Governor Mike Kehoe signs Bill to allow individuals to deduct One Hundred Percent of their capital gains from state income tax portion of their personal income. The Bill takes effect on August 28th, 2025. Just facts derived from Missouri Legislation. Im a Kansas City boy, so when I saw this legislation begin to take shape and be signed in the Missouri Governors Office, I had to dive in to the details happening back home. Let’s dive in.

I am a Kansas City boy so when something big happens in Kansas City, Missouri related to Investments for Tax and Law I have to write about it. I know what your thinking? What does this legislation have to do with me? Well if your in Kansas City or a Missouri Resident? You should be one hundred percent stay up to date with the things happening in the area.

The question is this? Do I have to wealthy to be included to benfit from this Tax Legislation? NO. Not at all. However if you are a wealthy and a affluential Business Owner or a local Investor. Just like our long time Kansas City Missouri Friend who is a Restauranteur and local Investor Michael Garrozzo’s. Their must be key points we can dive into that make this legislation make since for the community? Good Question: Here is what you should know Missouri Residents.

By the way if your in Kansas City, Missouri Please Visit Mr. Garozzo’s fantastic up scale basement Italian Restaurant. It’s a personal favorite of mine as a Kansas City Boy who grew up around these guys. You will love it.

Key points of this Missouri Legislation:

Individual tax exemption: Missouri residents will no longer pay state income tax on profits from the sale of assets such as stocks, bonds, real estate, and cryptocurrency.

Corporate tax trigger: The law contains a provision to extend a similar capital gains deduction to corporations once Missouri’s top individual income tax rate drops to 4.5% or lower.

Broader tax package: The capital gains cut is part of a larger tax reform bill that also includes other measures, such as sales tax exemptions for diapers and feminine hygiene products, and expanded property tax credits for seniors and individuals with disabilities.

Economic impact: The change is expected to result in a significant decrease in state revenue, with initial estimates suggesting a potential annual loss of over $100 million. This has led to debate over the bill’s potential impact on the state budget versus its ability to encourage investment and attract high-net-worth individuals.

Federal taxes still apply: The state-level exemption does not affect federal capital gains taxes, which taxpayers must still pay.

This Missouri’s legislation makes it the first U.S. state with an individual income tax to completely repeal its state-level capital gains tax.

Does this Legislation affect Individuals Offshore Asset Protection LLC’s and Trust’s?

Looking at the Facts in the Legislation? At this time no. However if you know your legalese on Offshore Asset Protection, you will know that if you use your own name in Offshore LLC or Trust Accounts a US Judge can order you to return the funds to US Soil. So this is why you must work with a small team of Attorneys, and Investment Adviser’s to use offshore Trust’s and LLC’s strategically. So if a US judge does try to order you to return the funds or assets to US Soil it will go no further than a Court Order being ignored by Belize, or the Cook Islands. Work with your Investment Adviser Professionals and Tax Attorneys for further information on this fascinating topic.

Questions and Facts:

How this affects Professionals? It does not. Only affects personal Missourians Tax Obligations at this time.

Please talk with your professional Accountant, Tax Attorney, or Professional Investment Adviser if you feel your Tax liabilities from Investments or Living or Irrevocable Trusts may need attention from this Missouri Legislation.

I am on the hunt for a local Tax Attorney and local Kansas City Missouri Accountant to give me a small thought piece about their experience using this new Legislation in thier Legal and Tax or Investment Practices. And how is this legislation affecting local Missourians. Full Published Article Scheduled for Tuesday.