💣 Here we go again… FTX
Gah. I keep on thinking that I’m done talking about crypto, but crazy entertaining shit just keeps on happening, pulling me back in. If you’re
🦉 A real-world example of buying $1 for $.50
My story of a startup, small cash-flowing businesses, and how I recently acquired 6% of a public company Most Buffett nerds have heard the phrase
🩸 Blood, profitability, options, and valuations
$SNAP… $META… $AMZN… So it turns out, that in the end, markets actually do care about valuations and free cash flow. Who would’ve guessed ¯\_(ツ)_/¯
🧘 FounderSummit, The AI Writer, Great Depression Learnings, and DAO Liability
Hey, I’m just catching up after a lovely few days at this year’s FounderSummit, put on by Tyler Tringas from the Calm Fund. If you ever get a chance
💸 M1 vs M2 Money Supply, Monetary Policy History, Banning Inflation
No, the Fed did not actually print 5x as much money in 2020 I see the chart above getting hooted at time and time again,
🧠 Learn from failure, not success
I’ve been thinking about failure a lot recently. With markets blowing up, portfolios going south, and the stench of uncertainty in the air, there have
🤡 The Ponzi Meltdown 🤡
A guide to not getting rekt I hadn’t planned to write about Crypto today. I had originally planned to write about the collapsing public and private
✈️ Takeaways from my Berkshire Hathaway pilgrimage
It’s not just for stock pickers Last week I went to Omaha. Joined by thousands of others from every imaginable walk of life, from cowboy
🪞 Self Realizations – My Year In Review
Soooo… needless to say 2020 didn’t exactly go as planned. All of the things I thought I was going to focus on, places I was