Life Settlement Arbitrage

2 years ago

A guest post showing how "markets find a way" My friend Rajiv Rebello has helped both my family and extended family navigate…

4 Observations from George Lucas’ Career

2 years ago

I listened to Founder's podcast episode #345 about the life of George Lucas. The following is the 4 points I…

Know Nothing Sizing

2 years ago

Know-Nothing Sizing We’ve been talking about how the market does follow the fundamentals you are earning a return because corporate…

Moontower #227

2 years ago

Friends, I published a new resource: The Essential Paul Graham (Moontower reading guide) Description Paul Graham is a software developer, entrepreneur,…

Index Investing: The Nature of the Proposition

2 years ago

When a friend asks me what I think of investing in the SP500 I have a standard answer: It’s a…

Growth rate = 70% * (doublings/years)

2 years ago

Friends, I saw this chart on LinkedIn and the call of mental math immediately lured me onto the rocks. Since…

Moontower #226

2 years ago

Friends, I saw this chart on LinkedIn and the call of mental math immediately lured me onto the rocks. Since…

What Drives The Stock Market

2 years ago

My recent post, Nah…you just ain’t seein’ the ball addresses the lazy confession you hear when professional investors moan “the market doesn’t…

Commitment

2 years ago

One of the memorable ideas from Peter Thiel’s Zero To One is the 2×2 grid with quadrants of definite/indefinite + optimism/pessimism. Luke…

Moontower #225

2 years ago

Friends, One of the memorable ideas from Peter Thiel’s Zero To One is the 2x2 grid with quadrants of definite/indefinite + optimism/pessimism.…