Happy Holidays!
Following Management
A Rant About Moats
Generic Company A
Metal Model: Activation Energy
We Need Some New Mental Models
Capital (Mis)allocators
The Rent Vs. Buy Argument
Vacation!
Treasure Hunting
Quick Thoughts
Running Your Race - Part 2/n
Change Your Perspective
An Unscheduled Interruption
The Path of Progress
COVID Waves
I'm Immunizing My Retirement - Here's How
When to Hold and When to Fold
The Pendulum Model
Advice on Advice
What you want. And what you get.
Running Your Own Race
