"I don’t have any tolerance for trading losses. I hate losing money more than anything. Losing money is what kills you. Not the actual loss. The fact…
🎙Podcast: Paul Podolsky and The Paradox of Financial FictionListen now (73 min) | "You spend a lot of time trying to write the bullshit out of an idea. Then you put the story out there and you get pings from the…
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Has the bubble whale been slain? And is it really time to celebrate?
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Minds & Markets #1, 2023
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"I cannot promise results, but I do promise this: a. Our investments will be chosen on the basis of value, not popularity. b. We will attempt to reduce…
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Hello everyone, Interviews with, and profiles of, prominent investors used to be a successful niche genre. There was the timeless Market Wizards series…
🎙Audio Repost: Watching Game Tapes of History’s Best Entrepreneurs with David SenraListen now (49 min) | “Reading a book is a movie for the mind. It's impossible to read a life story of an interesting person and not be involved…
Hello everyone, I’m sitting in a in a tiny café in the Portuguese port city of Lagos. I guess I’ve joined the ranks of digital nomads after all, at…
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December 2022

"What you don’t do determines what you can do." Tim Ferriss
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"You better not come in here and dump all your shit on me." Phil Stutz
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🎙Audio Repost: Josh Wolfe. Using Doubt as Fuel and Bootstrapping an Enduring PartnershipListen now (64 min) | “In everything I've done, I've tried to be interesting. I've tried to be interested in other people. And I've tried to seek out…
Food for thought by Michael Mauboussin, Howard Marks, Morgan Housel, Alex Morris, Louis Vincent Gave, Nick Maggiulli
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