The Illusion of Daily Measurement

Why You Can't See Compounding Day-to-Day

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

What I’ve Been Up To Lately

How do you invest in something where most outcomes go to zero?

My Updated Stance on Bitcoin

Does Bitcoin belong in your portfolio?