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Conduit of Value

Notes on Capital for Owners, Operators, & Investors - Official Blog for Saorsa Growth Partners

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Mortgages are a Tax

How $13 trillion in mortgages capture your savings, set home prices, and have successfully privatized taxes.

Too Big to Pop

The everything bubble didn't burst. It collapsed into an economic black hole.

The Weight of Open Doors

One year solo, and the problems nobody warns you about

Why I Won't Bill by the Hour

A Short Guide to Compounding

Thank you, Mr. Musk, for Investing in Duration

I'll give him this: he's one of the few left to truly bet on the future.

Opportunity Surface Area

A Deep Dive on Networking at Three Scales.

What a Napa Wine Cellar Taught me about the Largest IPO in History

Lessons from Napa: Wine as Money, SpaceX, and the collapse of AI margins.

The New Deal Table

What the operator, the allocator, and the founder are each about to learn

The Age of the Gunslinger

Institutionalized analysis is no longer an edge, creating opportunities for smaller teams to thrive in the market on their conditions.

The Value of No.

Every yes has a price. Most founders don't underwrite it.