How I Invest

Inspired by Josh Brown’s collection of essays from notable people in finance, How I Invest My Money, as well as other of DIY personal finance bloggers out there, I’d also like to showcase how I invest. All securities, who shall remain nameless, are shared by their primary business and arranged (roughly) from the largest positions…

Network Effects: Study 1

A few years ago, I’ve started seriously studying network effects. I’ve started a few businesses (retired now, RIP) trying to incorporate things that I’ve learned. More recently, I’ve taken to examining public companies that exhibit strong network effects in their businesses. I’m not sure what to make of these companies except that I want to…