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Month: September 2017

22 timeless lessons for our 22nd month

Posted On September 28, 2017
We launched my fund nearly 22 months ago. To commemorate the occasion, I wanted to share 22 timeless things I’ve learned in those 22 months. Overall thoughts on running a fund / portfolio Running a fund is easy. Having the vast majority of your net worth, your income, and your reputation tied into a fund […]

Some evolving thoughts on research

Posted On September 25, 2017
Ahhh so sorry for the lack of posts. I mean to post on here ~once a week, but it’s always a struggle. Why's it such a struggle? Say I research somewhere between three to five companies in a week and don’t like any of them. Should I still write about one? Why? What upside is […]