Sometimes a video is etched into your head. For me, an example of that was Jeff Bezos talking about the regret minimization framework. This video is amazing on multiple levels. Bezos almost didn’t start Amazon ...
Life is hard. We live in a dynamic world that is simultaneously interconnected and pulling apart. What if we had a better way to deal with all the complex issues facing us? Mental Models For ...
I’m torn on Netflix. They are clearly a great company, but the content spend worries me. Billions of dollars are spent every year, but what will be the long-term benefit. From a surface glance, the ...
Passive due diligence is a great way to ease the burden of investing. I’d consider active due diligence reading investor reports, substacks, etc… These forms of research take a long time and a lot of ...
“This hunger for freedom and an innate drive to empower consumers is also the spark of the ideas behind my philosophy of company creation and investment—what I call “power to the people.” Revolutionary companies give ...
The world has become too commoditized. By commoditization, I mean “the transformation of goods, services, ideas, nature, personal information and people into commodities or objects of trade”. Uniformity is good, but so is differentiation. I worry too ...
Which of the mega tech stocks do you think will fail? None? Do you really believe that disruption is done? That big tech is too big to fail? One of them failing is inevitable. It ...
Deja vu hit me. I had just trimmed my Square position, then it went on a massive run. I had done this before and regretted it. Yet, that didn’t stop me from repeating the same ...
Uber came out of nowhere for me. I didn’t really know how it worked until I found someone passed out drunk on the side of the road. My friend and I stopped to check on ...
My portfolio returned >200% in 2020. Below is a chart of the the market cap of all my holdings at the start of 2020. As you can see, I didn’t get these insane returns with ...
