Some recent posts
While it may seem like I've forgotten about the blog, I've been posting for more professional purposes on LinkedIn. My current plan is to...
Somebody Somewhere Is Doing Something Stupid
I started my career in global macro investing in 2008. As you can imagine, it was a complete baptism of fire. Storied institutions like...
Don't Let Fake-uanimity Get You
I initially wanted this to be a post about how someone could generate outstanding investment returns without being what's traditionally...
Long-Term Value, Long-Term Values
If there was a Mount Rushmore of value investors, Seth Klarman would almost certainly be on it. Klarman's Baupost Group has racked up...
The Curse of Complacency
I've been thinking about complacency a lot lately. We're approaching the 10-year anniversary of the collapse of Lehman Brothers, but with...
Things I Struggle With
There's a great interview out there with VC investor Josh Wolfe of Lux Capital. If you haven't heard it, I highly recommend giving it a...
What greenwashing says about the future of the economy
Little infuriates sustainability advocates more than greenwashing, generally defined as "a form of spin in which green PR or green...
How Buffett Became a Midwestern Manjusri
If you spend any time at all in the world of investing, you very quickly realize how many clever people you're competing against. I...
Lessons from the Real Estate Dynasties of New York
No city is more synonymous with deal-making than New York, and its skyline automatically conjures up images of commerce and finance. So...
Why a foolish consistency could sink Anthony Martial - and your portfolio
After a brilliant display against Real Madrid, Manchester United forward Anthony Martial was urged by manager Jose Mourinho to produce...
