Fat Baby Funds

The curse of the modern investor is that they get lost in the moment. We live in an age of great distraction. From Twitter to TV, the distractions follow you. Preaching the long term isn’t ...

The bull case for Peloton is that is an amazing brand with huge optionality with a massive TAM. The bear case is a company that lost it’s COVID tailwinds and will never find growth again. ...

Recently I wrote about Zillow’s tough decision to enter iBuying and how Zillow was trying to disrupt themselves. Then shit hit the fan. What Went Wrong A tech company entered a capital-intensive business. Why would ...

I bought Roku for the first time today. I’ve always been interested in the company, but I try to avoid buying stocks trading at 30x sales unless the stock is flawless (see Shopify). I had ...

I just turned 30. It’s been a wild decade. I found the love of my life, went from $12 per hour to $200k+ per year, got married, bought a house, started my blog and learned ...

Some ideas hit you like a freight train. They are so simple, yet complex. Explained in a sentence, but leading to profound conclusions. For me, power to the people is one of those ideas. Power ...

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 ...