
...learning investing through doing
| Platform | Pricing | Only free issues | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 52 | Founded | 4 years ago | Last Issue | 9 months ago |
| Active | |||||

I’ve read a lot of investment commentary talking about the importance of company culture. My own opinions on this subject are decidedly mixed. If you want the short version, it’s this: company culture - very important; our ability to assess...
It’s been a while since I’ve written. More on that later. Let’s get to it.
I don’t usually write about specific companies. A lot of the stuff I invest in is small, tiny even, and illiquid. I don’t really want someone chasing one of these c...
I’ve returned from a very European vacation. My family traveled for three weeks. My wife was on vacation from her corporate job for four weeks - this is our longest vacation since we were married. As unusual as this experience was for us, t...
I admire concentrated investors. For some reason, I have this romantic notion that this is the “correct” way to invest. Perform deep research on a handful of companies - perhaps 5, not more than 10 companies - and put significant percentage...
“Can I retire early?” As an advisor, this was, by far, the most common question asked by potential clients. Prospects would have $5 in their back pocket - and that was it. But they wanted to know if they could retire early. I know what they...
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The writers behind this newsletter.
Transplant from San Jose California to Stockholm Sweden. Finding our way in our new home.
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