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• Inside the Mind of Mojo

  I’ve managed capital for decades. I write to think about investing, playbooks, reflection, edge, and more. Everything here is underwritten...

  10 posts · theirs

Lately

• Value: Continuum Of Force

  Inside the Mind of Mojo · 2026-04-28

• Value, Money, & Macro

  Inside the Mind of Mojo · 2026-04-06

• Ben Graham Was Wrong

  Inside the Mind of Mojo · 2026-03-02

• Chamath. Bubbe. I’m Your White Knight.

  Inside the Mind of Mojo · 2026-01-06

• Dark Arts: Of Prenups & Pay Packages

  Inside the Mind of Mojo · 2025-12-22

• McAlpha: Renting vs. Owning Conviction

  Inside the Mind of Mojo · 2025-12-09

• The Synthetic High That Became Its Own Reality

  Inside the Mind of Mojo · 2025-12-05

• The ABCs of 12D Chess For 13Fs

  Inside the Mind of Mojo · 2025-11-14

• Scooby Doo & The Case Of The Mysterious Oracle CDS

  Inside the Mind of Mojo · 2025-11-10

• Rolling Up the MSOS

  Inside the Mind of Mojo · 2025-10-03

Everything on this page was read from markup Mojo published — a rel="me" link, an h-card, or the feed’s own author element. Nothing was inferred from anywhere else. To correct or remove it, get in touch. Machine-readable: JSON