I hope you all had a great holiday season with your families, and that the new year is just as pleasant. As I write this memo in the early hours of the morning with a cup of coffee, I am back in my apartment after spending the holiday season with my family. I just found out that I am going to be an uncle for the first time, so there has been a lot to celebrate this year.
It has now been ~20 months since I started Investment Talk (the story of which can be found in previous posts) and ~9 months since I left my old career behind to pursue writing full time. This year, Investment Talk’s total readership more than doubled, churn declined, and an active community has formed outside of Substack in the Investment Talk Discord.
I wanted to spend this morning outlining some of the wins of 2021, sharing a little on the progress of Investment Talk, and some other things I have been mulling over. Today’s memo will focus on four key areas: (1) Celebrating Small Wins; (2) Substack …