Feb 9, 2026
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14 min read
The third pillar of a thesis-driven investment firm
Feb 2, 2026
13 min read
The second pillar of a thesis-driven investment firm
Jan 26, 2026
A stream of consciousness over the past month
Jan 20, 2026
The first pillar of a thesis-driven investment firm
Jan 12, 2026
8 min read
Investor jargon and language cliché mistakes I made that I now filter for
