Feb 2, 2026
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13 min read
The second pillar of a thesis-driven investment firm
Jan 26, 2026
15 min read
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
Jan 5, 2026
29 min read
Crowdsourcing the most realistic projections of where things are heading in the year ahead
