HIT Investments

HIT Investments I help corporate men 35+ expedite their path to financial independence by maximizing their investments without bu****it fees.

I guide ambitious professionals 35+ to cut financial clutter, grow wealth, and unlock more freedom in life | FI since 35 | Founder & CEO of HIT Investments | Private Startup, Micro-cap, and Fixed Income Fund Manager FI since 35, Retired Professional Baseball Player, Mechanical Engineer, Micro-Cap and Startup Fund Manager, Dad, Adventurer, Coder, and Blogger at www.hitinvestments.com

NVIDIA's $5.3T market cap tells us everything about the AI opportunity. It also provides insights into the total chip ad...
06/03/2026

NVIDIA's $5.3T market cap tells us everything about the AI opportunity. It also provides insights into the total chip addressable market.

That's one reason we backed Positron AI, who I believe to have an edge in inference/memory chips.

Backing giants is safe but backing the brilliant and tiny, could be generational.

06/02/2026

Westell $WSTL came up on my last screen as an overlooked microcap:

• Cash-rich
• No debt
• ~3x TTM P/E
• ~4.5x EV/FCF
• Rapid ISM growth
• Improving margins

FYI, TTM earnings are tax-benefit inflated.

Is the revenue sustainable, and how strong is the moat vs. larger telecom infrastructure competitors? WSTL screens cheap, and appears to be worth digging into further.

Wait… weren’t software engineers supposed to be out of a job?That was the narrative.AI was coming for coders.Software jo...
05/30/2026

Wait… weren’t software engineers supposed to be out of a job?

That was the narrative.

AI was coming for coders.
Software jobs were dead.
The safest move was to avoid the disruption.

But the data is telling a different story.

After a quick reset, software engineering job postings are inflecting higher, even as overall job postings remain subdued.

AI may replace some tasks but it is also creating more! It is increasing demand for people who can build, automate, integrate, and scale the systems around it.

Don’t run from change. Embrace it. At HIT AI is helping me research, communicate, and design www.hitinvestments.com. Check out the progress ;) and while you are there join the Stackers Club!

05/29/2026

China may finally be starting to give back to shareholders.

For years, one of my concerns with investing in China has been capital allocation.

Shareholder returns were often an afterthought. But this chart from Gavekal is showing a shift. Net shareholder payouts for China A-shares and Hong Kong-listed stocks have been rising.

In more simple Mandarin ;)

More dividends.
More buybacks.
Less dilution.

A cheap market can stay cheap for a long time if shareholders never see the return, but when companies start returning capital, the investment case can change.

This does not erase all of the geo-political, governance, regulation, and investor trust risks. But better shareholder payouts are a step in the right direction.

Cheap stocks are more interesting when management and shareholders are aligned and it appears China is moving in that direction.

05/28/2026

Venture capital is experiencing a recycling problem while startup creation is accelerating.

VC has become critical innovation infrastructure, but lately capital is staying locked inside private portfolios for longer. (See Space X IPO $1.5-2 Trillion)

The venture model has previously depended on recycling capital from past winners into the next generation of founders but if the capital stays locked up it doesn't move to the next generation fast enough.

It's not often, valuations are low, legacy VC capital is tied up, and brilliant founders are moving faster than ever. It's a good time to be in VC (IMO)

05/28/2026

The world may be getting less connected and that could make global diversification more important, not less.

A few reasons why I think this is the case:

More tariffs.
More geopolitical conflict.
More supply chain reshoring.
More regional winners and losers.

If deglobalization continues, markets may stop moving together as closely.

The instinct may be to retreat into what has worked recently, especially U.S. equities. But I'd characterize that as recency + home bias.

I believe the risk-minimizing response to a fragmenting world is global diversification.

We don't know which countries will win from deglobalization, AI, currency shifts, or the next economic regime. So when the world feels like it is falling apart, owning more of the world may be the rational response.

05/27/2026

Venture capital is a high-risk, higher-reward business and AI is accelerating the reward.

A few takeaways from StepStone’s recent AI venture research are worth mentioning:

• AI-native companies are reaching scale faster than companies in prior technology cycles.
• The largest private venture-backed companies now represent a large share of venture’s paper value.
• Software value is not being lifted evenly. AI appears to be reallocating value toward companies with:

proprietary data
systems-of-record positions
mission-critical workflows
usage-driven revenue models

How does that information change HIT Ventures?

It doesn't. I look for founders, ideas, and businesses creating a real edge, not just using AI to create a better pitch deck. Access and manager selection are the most important. In the AI cycle, they may matter even more.

Valuation is a terrible timing tool.But it is a useful planning tool.This J.P. Morgan chart shows why.Over one year, for...
05/26/2026

Valuation is a terrible timing tool.

But it is a useful planning tool.

This J.P. Morgan chart shows why.

Over one year, forward P/E ratios explain little. Expensive markets can keep rising. Cheap markets can keep falling.

But over five years, the relationship becomes clearer.

This is why an ensemble of valuation metrics go into our HIT Capital investment screening process.

Eat your own cooking.Ask fund managers why you should invest with them, and you will probably hear a polished list of re...
05/24/2026

Eat your own cooking.

Ask fund managers why you should invest with them, and you will probably hear a polished list of reasons:

Their process.
Their research team.
Their risk management.
Their long-term discipline.
Their ability to navigate markets.

But there is another question you should ask:

How much of your money is invested alongside mine?

Many fund managers have $0 invested in the very funds they are asking you to buy.

Manager ownership does not guarantee good performance but it does change alignment.

When a manager has meaningful personal capital invested, they feel the same drawdowns, the same volatility, and the same consequences of their decisions as you would as their investor.

That creates a different mindset.

At HIT Capital, my fund is also my largest personal holding.

Not because it sounds good in a marketing deck but because I believe in the strategy, the odds, and I believe alignment matters.

Do you want to buy or partner?

Data from Morningstar.

Will the price of USA debt increase, is the USA in decline (Xi thinks so)? We are already paying more in interest than ...
05/23/2026

Will the price of USA debt increase, is the USA in decline (Xi thinks so)?

We are already paying more in interest than our military and Japan our largest buyer of debt is selling.

Debt is ok, until its not.

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+13092537887

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