Archive

Dive into a collection of past posts and rediscover timeless content.

Why determining what a position is matters.

Feb 10, 2023

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7 min read

My thoughts on portfolio management - part one discussing velocity of money and asymmetry.

Jan 30, 2023

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9 min read

Missed on Russia, Hit Big On Carvana.

Dec 23, 2022

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8 min read

Breakout before it's too late...

Dec 6, 2022

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5 min read

And notes from the event.

Jun 15, 2022

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3 min read