Archive - Investment Talk

Return is the ONLY Measure of Success

Thoughts on return being the ultimate measure of success for an investor

Apr 14 •

March 2025

9 Things I am Thinking About

Mentorship, Single-Thread Leadership, Influence, and Legos

Mar 12 •

February 2025

December 2024

Custom Data Series

A Game Changing Feature

Dec 20, 2024 •

Building for Advisors

PLUS: Integrations, Reports, 2FA, Koyfin Assistant, Quick Actions, and More

Dec 16, 2024 •

November 2024

KRUS: The Issuance Playbook

(NASDAQ:KRUS) Kura Sushi US Q4 FY24

Nov 28, 2024 •

Why are You Looking at Everyone Else?

Focus on your own game

Nov 26, 2024 •

October 2024

Why Are We Drawn to Low Probability?

We spend far too much time focusing on how to win the game we are playing, rather than understanding the reasons we are playing at all

Oct 24, 2024 •

September 2024

The Complexity Paradox Curve

Why simplicity is the endgame

Sep 20, 2024 •

Yield Pigs, Durability Value, & Diversification

The TLDR: September 2024

Sep 10, 2024 •

August 2024

Crowdsourced Portfolio

Let's create a crowdsourced portfolio that doesn't suck

Aug 26, 2024 •

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