Pro-Entropy I’m going to do less writing for this post because I didn’t come up with these concepts, but intuit that this is something all of the great investors have been seeking, aka The Holy Grail.
I managed to … do a second act About 2.5 years ago, I wrote a post about how I managed to manage my parents’ investment/retirement portfolio. Continue Reading →
Failing Scaling As I continue to learn through work and from reading other companies that I follow, I recognize a trend that is pervasive even in the most high-tech of companies. Continue Reading →
Nth Industrial Revolution? In the past few years, I’ve come around to this mental model that the economic value of tech businesses are not easily calculated when looking just at public financial reports/filings (10k, 10q, annual reports etc.) at face value. Continue Reading →
Ergodic I’ve recently been (re)introduced to the mental model of ergodicity in investing. Continue Reading →
Telegraphs One of the most important heuristics (and possibly mental model) that I’ve been learning to apply when looking for great investments (in product and business) is how the management telegraphs and frames their position and/or product. Continue Reading →
