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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

© 2025 Brian McCann
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