- Mar 30, 2020
Skin in the Game
This week I watched Nassim Taleb's talk at BlockCon where he explored the concept of having 'skin in the game' and how asymmetric risk...
- Mar 30, 2020
An Update on Texas Pacific Landtrust
Disclaimer: I am not your financial advisor, and this is not financial advice. Do your own research. Speaking of skin in the game, on...
- Mar 29, 2020
Circle of Competence Issue #104
Skin in the game, update on TPL, staggering unemployment claims, oil storage markets, what to look for in 10-Ks, debt-laden industries, AI c
- Mar 21, 2020
Circle of Competence Issue #103
Macro data dashboard, locking arms, notable fintwit, Tom Russo on intelligent investing, CBOE on central bank digital currency, Francis Coll
- Mar 15, 2020
Circle of Competence Issue #102
COVID-19 model and thoughts, oil price war, looming credit overhang, fund letters, Mike Maples on investing in tech, Stripe and Shopify brea
- Mar 8, 2020
Circle of Competence Issue #101
Howard Marks' latest memo, Absolute Return Partners on reversion to the mean, long term real estate cycle prediction, Peter Thiel on Zer
- Mar 1, 2020
Circle of Competence #100
Updated Business Vault, Berkshire Hathaway Letter, investment fund letters, mental models. Peter Thiel on accomplishing more technologically