Stay curious my friends.

WeWork - A Case Study in the Lollapalooza Effect

Neil O’Donnell and I have discussed the rise and fall of WeWork constantly over the past few months, and this article is our attempt to...

Illumina: DNA Sequencing Dominance

I try to read through one 10-K a day as a habit that keeps the boundaries of my circle of competence expanding constantly. Sometimes I...

Focus and Solitude

One of the unfortunate realities of modern day life is that we live in a world with informational, sensory, and opinion overload. The...

Prem Watsa Deep Dive

I finally finished going through Prem Watsa's Fairfax Financial shareholder letters this week and wanted to write a small summary on his...

Charlie Munger Deep Dive

This week I decided to finish Charlie Munger's letters to his shareholders at Wesco Financial from 1983-2009 and take notes with this...

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