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Striving to build a capital allocation firm that is
Patient, Unconstrained, Rational and Equitable.
INVESTMENT REFLECTIONS
Kicking Ass (et Managers) – “The Alt Age”
SEPTEMBER 2022
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“SABMs –
A Collection”
JULY 2021
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SABM #2 – Friendly Financial Leverage
MARCH 2021
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SABM #1 – Option Builders & TAM Busters
JANUARY 2021
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“SaaS – Exploring what Matters”
OCTOBER 2020
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“Antidotes for Anecdotes”
JANUARY 2020
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“Stocks as Friends”
JULY 2019
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“Minnesota as a
Metaphor for Trust”
JAN 2019
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“Macro for Context,
Micro for Conviction”
JULY 2018
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What Three Words?
FEBRUARY 2018
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On Short Selling:
A Shield not a Sword
NOVEMBER 2017
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The Frank Filter: On Character, Culture & the Craft of Capital Allocation
AUGUST 2017
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Where’s
Dick Fosbury?
MAY 2017
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The Three
Stooges
FEBRUARY 2017
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Hard to Beat
NOVEMBER 2016
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Befriending
Time
AUGUST 2016
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Seven Challenges of
Commodity Investing
MAY 2016
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Concentration versus Diversification
FEBRUARY 2016
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