Having faith in the Kelly Criterion for angel investing
Using math to estimate optimal portfolio sizing
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Posts tagged “investing”
Does value add value?
AQR investigates why value investing is the way it is
Just keep streaming
Two activist investors disagree on Disney's future
Cost of capital in the 21st century
Why you should take more risk today
There's more to communities than Facebook goat groups
Community vs individuality in events, newsletters, and investing
When it doesn't pay dividends
The costs of investing in dividend paying companies
A story is a lie and a story is true
On stories, pitches, investing, startups, and why narratives matter.
Not everything is insider trading
The tools that professional investors use
Relatively speaking, the billionaire isn't rich
On why investing, technology, and society are all games of relatives, not absolutes.
We wanted Her, instead we got Tinder
The margin trap of AI companies, value investing concepts, and tradeoffs
Are robo-analysts the future of equity research?
What value does sellside equity research provide?
Book Review: Secrets of Sand Hill Road
What founders should know about venture capital
Information speed and investing alpha
The declining profitability of many information-dependent business models
Public secrets
What other people know that you don't
Set a reminder in your personal CRM to read this
Pair trades, personal CRMs, and self awareness
Investing and information
Does having more information help you make better investment decisions?
Hong Kong small cap stock plunges and pledges
Loopholes in HK stock disclosures