The Shark Investor

Adult Enrichment / Technology, Finance & Career -

Spring 2025

Take stock picking and ETF selection to the next level by thinking like a venture capitalist “shark” investor. Discover why most professional money managers underperform the market and develop strategies to avoid similar mistakes. Unpack the top Dos and Don’ts, such as why to avoid margin, technical analysis, options, meme stocks, and day trading. Then, learn to identify disruptors, “toll roads,” category killers, and companies with economic moats. You'll also master key balance sheet and income statement items and uncover how to find market-beating ETFs.

Please note: The instructor's recently published book "The Shark Investor: How To Apply Shark Tank Principles To Getting Rich In The Stock Market" is an optional add-on. Please select when registering and the instructor will bring a copy.

Michael Stern

Michael Stern is the chief investment officer of Arlington Investment Advisors, a financial planning and investment advisory firm in Arlington. He is an Arlington Town Meeting member, sits on the Board of Directors for the Arlington Chamber of Commerce, and is the father of two children. A graduate of the University of Texas at Austin, Michael holds the Series 65 Investment Adviser license and is a graduate of Bryant University’s Financial Planning program. He is the author of the recently-published personal finance book "The Shark Investor."

May 2025