Jun 2, 2026
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18 min read
How Don Valentine designed a firm to outlast its founder.
May 19, 2026
4 min read
Biographies and lessons from studying Max Levchin (Affirm), Marc Andreessen (Netscape), Tim Sweeney (Epic Games), Michael Dell (Dell), and Vlad Tenev (Epic Games)
May 12, 2026
14 min read
A manifesto on the origins of alpha and why the investment firm of the future will be built on top of a writing portfolio
May 11, 2026
3 min read
Our latest breakdown of what you can expect to earn as a full-time private investor
May 5, 2026
6 min read
A stream of consciousness over the past month
