Building Santa Barbara Management
Bob Casey, Kinshuk Rajan, Santa Barbara Management| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 14 | Founded | a year ago | Last Issue | 20 days ago |
| Active | |||||
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santabarbaramanagement.substack.comLatest Issues
Breaking Down the Hottest Strategy in Taxable Investing
This email is part of a series sharing my “founder’s view” of building Santa Barbara Management. You can catch up on my prior emails introducing our firm here.
Wealth management is a product-driven arms race. Advisors struggle to differ...
Building a Purple Cow in Wealth Management
This email is part of a series sharing my “founder’s view” of building Santa Barbara Management. You can catch up on my prior emails introducing our firm here.
There’s something wonderful about the naive optimism of a company’s early days,...
A Hot Knife Through Butter
This is the most recent email in a series sharing my “founder’s view” of building Santa Barbara Management. You can catch up on my prior emails about our firm here. This month’s piece is not about building SBM, but about lessons learned ove...
Margin, Business Models, and What We’re Choosing to Build
I’m always analyzing the economics of businesses I encounter - where margins come from, where value accrues.
I recently took my two-year-old son to Monster Jam. I ran a quick ChatGPT query about the economics of monster truck shows, and th...
The Buffett Paradox
SBM is hiring standout talent in accounting, tax, and strategic finance who want to do deeper, more proactive work inside an integrated system. Learn more at https://www.santabarbaramanagement.com/careers/
Warren Buffett stepped down yeste...
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Santa Barbara Management is a fractional family office engineering wealth for exceptional builders and their families. Join the team shaping the wealth of those shaping the world. To learn more, visit sbmanagement.com/careers.
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