It’s a blog.
It’s educational.
It’s hopefully entertaining.
It’s not investment advice.
I write about how to think about investing.
Growing Places
Who invests better: Sequoia or Oaktree?. What kind of trees should investors look for anyway? How to follow branches to find investment opportunities.
Extinction
What does paleontology say about digging for investments? How long does it take businesses to go extinct, anyway? How to find opportunities parsing dying companies from thriving ones.
Face Plant
When will you ever learn? What did you mess up this time? What lessons to take from losses and how to use them.
Origin Story
What came first: the product or the customer? Where do customers come from anyway? How businesses organize and how that can deliver value to investors.
A Tail of Two Companies
Is it the best of times? Is it the worst of times? How Dickens might look at analyzing a cash-registers-to-calling-cards venture.