Notes From a Capital Allocator

Notes From a Capital Allocator

Weekly insights on how I deploy capital, evaluate risk, and compound over time.

Dakota Crisp, PhD

Engineering PhD turned capital allocator. Follows the Buffett school of investing.

Model Portfolio Update

The LEN buy I forgot to tell you about

Dakota Crisp, PhD

Investor Insights

The Bet That Doesn't Need You to Be Right

Sep 21, 2026

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3 min read

The Bet That Doesn't Need You to Be Right

What a 30-mile ruler taught me about structural investing

Dakota Crisp, PhD

Stock Picks

Sep 14, 2026

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3 min read

The Three Ways I Compound Capital

And why WING only has one

Dakota Crisp, PhD

Stock Picks

Aug 31, 2026

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3 min read

Wingstop: Where I'm Stuck

Price is down ~70% from its high, but is it cheap?

Dakota Crisp, PhD

Investor Insights

Aug 24, 2026

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3 min read

The 25% I Never Got To

A trade that's still good, at a price that's no longer as good

Dakota Crisp, PhD

Real Estate

Aug 17, 2026

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4 min read

The Deal That Taxes Killed

A cap rate of 9.3% became negative cash flow the moment I checked the real tax bill.

Dakota Crisp, PhD

Investor Insights

Aug 10, 2026

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3 min read

Catching a Falling Knife (On Purpose)

Exposing a contradiction in how I size positions

Dakota Crisp, PhD

Investor Insights

Why Berkshire Bought Google — And Why I Haven't

Aug 3, 2026

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3 min read

Why Berkshire Bought Google — And Why I Haven't

Berkshire got a seat at the table. I only get a stock price.

Dakota Crisp, PhD

Model Portfolio

Jul 31, 2026

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3 min read

Model Portfolio Update

Betting on MSFT post-earnings

Dakota Crisp, PhD

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Dakota Crisp, PhD

Archive

Model Portfolio Update

The Bet That Doesn't Need You to Be Right

The Three Ways I Compound Capital

Wingstop: Where I'm Stuck

The 25% I Never Got To

The Deal That Taxes Killed

Catching a Falling Knife (On Purpose)

Why Berkshire Bought Google — And Why I Haven't

Model Portfolio Update

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