Welcome to My Blog
Here is a basic blog layout with a right sidebarMental Tension and the Value of Falling Stock Prices
In a recent interview, Ted Weschler described his investment process as an eclectic collection of different reading material that is likely unique to him. For example, he mentions reading USA Today, Furniture Daily, and Uranium Weekly, three completely different...
Sources of Enduring Business Success
One of the biggest advantages that individual investors have is their ability to maintain a long-term time horizon. Professional investors can take advantage of this edge as well, but few do. I’ve long believed that the modern day advantage in markets is not...
The Superpower of Belichick and Buffett
I started watching Man in the Arena this week — a documentary on ESPN+ about Tom Brady’s career. In the second episode, there is a great story about how Belichick made a stunning decision to cut his star safety Lawyer Milloy just days before opening day in...
Flaws You Can Live With and a Framework for Decision Making
I recently read Annie Duke's book on decision making called Thinking In Bets. One of her main points is that life is like poker and not chess. In chess, the superior player will always beat the inferior player unless the better player makes a mistake. There is always...
Deep Dives Podcast; Building Blocks of Innovation; Investing in a Dynamic World
I recently talked with Matt Samuels who has a podcast called Deep Dives. His podcast is not an investing podcast, but rather an eclectic mix of the arts, politics, and business, all of which are interests of mine. Investing is much like my view of life: it's a...
Long Feedback Loops: Writing vs. Getting Published
What motivates me the most in business (and in other areas of life) is the continuous pursuit of self-improvement. I was once a runner (still am actually, just much older and slower). Competitive long distance running has a lot in common with investing. A top-tier...