The Waiting Season

What Real Investors Do Between Deals

The Simple Machines of Wealth

Why every return amplifier comes with a tradeoff

Trust Is the Real Currency of Investing

The “Boring” Investment That Gives You an Instant 36% Return

The simple tax math that supercharges your compounding

Black Swans, Inverted

How to position yourself in a world of risk

Investing as Selective Sampling

How exposure to extremes drives returns

Who Is It Really For?

An observation about toys, parents, and investing

How I Evaluate Angel Investments

A framework for identifying structural advantage before underwriting execution

Why I Treat Angel Investing as a Portfolio Strategy

How small, diversified exposure to startups can improve long-term returns without blowing up your portfolio