Capstrive – Capstrive

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

“SABMs –
A Collection”

JULY 2021

SABM #2 – Friendly Financial Leverage

MARCH 2021

SABM #1 – Option Builders & TAM Busters

JANUARY 2021

“SaaS – Exploring what Matters”

OCTOBER 2020

“Antidotes for Anecdotes”

JANUARY 2020

“Stocks as Friends”

JULY 2019

“Minnesota as a
Metaphor for Trust”

JAN 2019

“Macro for Context,
Micro for Conviction”

JULY 2018

What Three Words?

FEBRUARY 2018

On Short Selling:
A Shield not a Sword

NOVEMBER 2017

The Frank Filter: On Character, Culture & the Craft of Capital Allocation

AUGUST 2017

Where’s
Dick Fosbury?

MAY 2017

The Three
Stooges

FEBRUARY 2017

Hard to Beat

NOVEMBER 2016

Befriending
Time

AUGUST 2016

Seven Challenges of
Commodity Investing

MAY 2016

Concentration versus Diversification

FEBRUARY 2016