Notes From a Capital Allocator.
How I deploy capital, evaluate risk, and compound over time.
Written by
Dakota Crisp, PhD
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Investor Insights
Feb 9, 2026
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7 min read
Why every return amplifier comes with a tradeoff
Feb 2, 2026
5 min read
Jan 26, 2026
The simple tax math that supercharges your compounding
Jan 19, 2026
How to position yourself in a world of risk
Jan 12, 2026
How exposure to extremes drives returns
Jan 5, 2026
4 min read
An observation about toys, parents, and investing
Dec 29, 2025
A framework for identifying structural advantage before underwriting execution
Dec 22, 2025
How small, diversified exposure to startups can improve long-term returns without blowing up your portfolio
Dec 15, 2025
How do you invest in something where most outcomes go to zero?