Everything You Can't Predict.

Trends are easy. The winners of those trends? Not so much.

Betting Against Regulators

That one strategy the government DOES NOT want you to know.

Instacart's IPO and the Problem with "Series I's"

Private funding rounds forever was never a good idea.

The Cyclicality of Everything

This has probably happened before.

Ryan Cohen's Meme Stock Love Affair

The SEC Hates the Dog Food Billionaire

Margin of Safety

It's an attrition game.

What's a Reputation Worth?

Approximately $750M, apparently

Timing Matters

How the "when" relates to the "what"

Some Advice for a 22-Year-Old Just Getting Started

Basically this is the blog post I wish I'd read in 2019.

Weird Internet Money

Weird hobbies can quickly become lucrative activities.

The Case for Traveling More.

Some thoughts on the world and why we should explore it.

Halfway Through My Professionally-Acceptable Two-Year Experiment