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Investing 101

Learning in Public: Investing

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Getting In The Right Rooms

"Never doubt that a small group of thoughtful, committed citizens can change the world; indeed, it's the only thing that ever has." (Margaret Mead)

The Unfalsifiable Economy

Reality Used to Talk Back

We Made Bell Labs Illegal

What A Monopoly Was Actually For

A Global Weighing Machine

When The Votes Drown Out The Scale

Consider The Lillies

Who is the Captain of Your Soul?

Capital Allocation Is Dead

The Analyst Is Dead. Long Live the Allocator.

Rat's Nest Problems

Bet You Can't Pull Just One Thread

An American Redemption

My Annual Love Letter To America

The Bifurcation of Capital is Inevitable

What Berkshire Hathaway Teaches Us About the Future of Venture

Every Moat Becomes Moot

Thin Margins & The Shelf-Life of Defensibility

The Magic of World Building

Creating Something Out of Nothing