Investor Insights
Dec 29, 2025
•
5 min read
A framework for identifying structural advantage before underwriting execution
Dec 22, 2025
7 min read
How small, diversified exposure to startups can improve long-term returns without blowing up your portfolio
Dec 15, 2025
4 min read
How do you invest in something where most outcomes go to zero?
Dec 8, 2025
Does Bitcoin belong in your portfolio?
Dec 1, 2025
6 min read
And How Smart Investors Use It
Nov 24, 2025
8 min read
Why you need a North Star before picking any investment
Stock Picks
Nov 17, 2025
What I Learned From Publishing Stock Picks
Nov 10, 2025
My real-world version of Dalio’s uncorrelated returns
Nov 3, 2025
How I Learned to Think Like an Investor
Oct 27, 2025
Why a little creativity beats perfection when it comes to cash flow.
Oct 20, 2025
The final step to getting safe cashflow
Oct 13, 2025
Turning Interest into Intent