Shh! It's the investment of a lifetime!

Imagine you just found the world’s best investment.

Feb 9

13

“Lying a little bit to make the money come in”

I’ve written in the past on the difference between public and private investment valuation, and how the lack of a daily mark to market “smoothes…

Feb 2

5

2

January 2026

Checklist Series, Part 15: ESG, SRI, WTF?

Investment strategy clouded by idealism

Jan 26

1

Money laundering as the key to success

When all the news is bad, maybe it's time to buy

Jan 19

6

1

Measuring progress, defining success

What if the way we are measuring economic progress is leading us down the wrong road?

Jan 12

7

1

The privilege of work

I worked through the holidays this year.

Jan 5

17

1

December 2025

A Very Cisco Christmas

Great news for patient bagholders

Dec 22, 2025

6

3

Checklist Series, Part 14: Management quality

I hate this entry, because it’s both incredibly obvious and incredibly difficult to do.

Dec 15, 2025

6

1

Alarms. Surprises.

Let down and hanging around. Crushed like a bug in the ground.

Dec 8, 2025

5

2

November 2025

As simple as possible, but no simpler

There is danger in an oversimplified investment thesis

Nov 24, 2025

7

1

Checklist Series, Part 13: Fortress Incorporated

Only the strong survive

Nov 17, 2025

6

Explaining my crypto JOMO

Why I'm having fun staying poor

Nov 10, 2025

8