It’s a blog.
It’s educational.
It’s hopefully entertaining.
It’s not investment advice.
I write about how to think about investing.
Mechanical Turk
What do luxury bags have to show us about financial companies? How many people does it take to run a financial service company? How to stich an investment from a business built on people.
Copy Cat
How do banks make money? Could they make more doing the same things but not be a bank? How to evaluate opportunity in financial companies that aren’t banks.