Don't Let Fake-uanimity Get You
I initially wanted this to be a post about how someone could generate outstanding investment returns without being what's traditionally...
Long-Term Value, Long-Term Values
If there was a Mount Rushmore of value investors, Seth Klarman would almost certainly be on it. Klarman's Baupost Group has racked up...
7 Life Lessons from Jose Mourinho's 2018
To absolutely no-one's surprise, the Jose Mourinho era at Manchester United collapsed in acrimonious fashion just before Christmas. The...
Not Too Tight, Not Too Loose
To hear two of its sharpest observers, the media industry is pretty screwed. In a recent conversation, Vox's Ezra Klein and NYU's Jay...
The Curse of Complacency
I've been thinking about complacency a lot lately. We're approaching the 10-year anniversary of the collapse of Lehman Brothers, but with...
Things I Struggle With
There's a great interview out there with VC investor Josh Wolfe of Lux Capital. If you haven't heard it, I highly recommend giving it a...