It’s a blog.
It’s educational.
It’s hopefully entertaining.
It’s not investment advice.
How to think about investing.
One Last Job
What would it take to bring you back for one last job? It works in the movies, does it work for companies? How to use exec pay pay packages to evaluate investments.
Stack the Deck
Pick a card. Any card. Does it matter which card you pick investing in AI? How to evaluate different pieces of the AI stack and one AI bundle.
2-bit Tournament
Should investors play soccer or get into jousting? Which one makes a better investment? How to find opportunities when a game changes.