What is art
Different definitions of art over history
Search Results
Community as a Concept
CAC to lower your CAC
Book Review: Algorithms to live by
How can we apply algorithms to improve decision making in real life?
Ergodicity: What Does It Mean?
Why the difference between ensemble and time averages matters for investing and risk
Data analysis industry landscape
Market overview, risks, and competitive landscape
What do we really know about inflation
Causation, measurement, and adjustments
Monopoly - I know it when I see it
Are there really that many monopolies?
Min, Max, and 10x people
Some skills in life have dramatically larger variance than others, which is helpful to know when deciding how much more effort to put in on the margin.
Gambling is fine as long as you've sized the risk appropriately
The difficulty of behavioural edge
Plaid and the Power of APIs
Plaid abstracts away the boring financial plumbing, enabling others to innovate faster.
Book Review: Nonviolent Communication
How to improve relationships and get what everyone wants
Getting better at getting better
How to improve your improvement process
Manet and modernity
What's stayed the same and what's changed in art history
Having faith in the Kelly Criterion for angel investing
Using math to estimate optimal portfolio sizing
Tips From 15 Newsletter Writers On How To Build Your Own
What to write and how to promote
Does value add value?
AQR investigates why value investing is the way it is
Do companies add value?
Choose the people, not the company
Do investment bankers add value?
What do investment banks actually do?
Who gatekeeps the gatekeepers
Does the gatekeeper of gatekeepers gatekeep himself?
Just keep streaming
Two activist investors disagree on Disney's future
MTG: Magic: The Gathering; Meta Gaming
Monetisation and community problems in the oldest trading card game
Profile of The Profile
What Polina Marinova thinks good writing requires
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
Often overlooked, process improvement is central to progress
Understanding the types of process improvement
Inception, Nolan, and Notion
How Notion is literally trying to get everyone on the same page
City hunter
How picking a city to live in is like picking a restaurant
LVMH's contrasts of chaos and control
How Bernard Arnault views creativity
Cameo's long long tail of creators and platforms
One man's trashy is another man's treasure
Doctor GPT-3
or: How I Learned to Stop Worrying and Love the Artificial Intelligence
It's turtles all the way down
Why most companies, even in tech, are bad at innovating
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.
War of the words
Using Zipf's law and information entropy in the search for aliens
Not everything is insider trading
The tools that professional investors use
The next machine learning startup is in your front yard
Explaining neural networks
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
Don't die as a caterpillar
Kegan's theory of adult development
Review of Google Keen product
Walkthrough and questions about the beta
Picasso as the earliest instagram influencer
Has Picasso influenced anything relevant to us today?
Fluctuat Nec Mergitur
You can make a larger difference than you think
Book Review: Misunderstanding Financial Crises
Financial crises are about liquidity and not capital
Book Review: Bruce Lee's Striking Thoughts
Become the cup
Wisely and slow, they stumble that run fast
Using the pace layer framework to explain why businesses change quickly and governments change slowly
Are robo-analysts the future of equity research?
What value does sellside equity research provide?
About time
You don't find quality time by looking for it
Things I’ve learnt organising events
Not replying is not no, and why you should let people go
Book Review: Secrets of Sand Hill Road
What founders should know about venture capital
Will IPOs still be around in 10 years?
What companies benefit from IPOs vs direct listings
Book Review: Thanks for the Feedback
We suck at taking feedback, here's how to get better
Information speed and investing alpha
The declining profitability of many information-dependent business models
How likely would you accept grandma's friend request in a video game?
Video games, portfolio rebalancing, and probabilities
How to conduct effective premortems
Don't ask the group what can go wrong
Review of Hoppin platform
Job shadowing the job shadowing people at Hoppin
Public secrets
What other people know that you don't
P values - you (and I) are getting it wrong
What does a p value mean actually
Kevin Kelly's thousand true fans framework
How many fans do you need?
Set a reminder in your personal CRM to read this
Pair trades, personal CRMs, and self awareness
Stanford prison experiment or Stanford prison acting class?
The SPE survived for almost 50 years because no researcher has been through its archives
The benefits of friendships
Disclosure, supportiveness, interaction, and positivity to maintain friendships
Can you see things in a different way?
Aphantasia and visualisation differences
Newsletters for everyone and everything
What's behind the rise in popularity of newsletters
Do IPOs leave money on the table?
Walking through the IPO process
100 year old movie
Would you watch a film released only after 100 years?
Review of the Query News in 2019
Questions and suggestions about this newly launched product
Would you buy the Libra Neopet Kin token?
Centralised decentralised finance
The controversy around Tim's Vermeer is missing the point
Whether Vermeer really used Tim’s process is not the point
Ad targeting myths
Ad targeting is not as powerful as you might think
Broken heart syndrome
Can you really die from a broken heart?
Review of the Substack platform in 2019
What I like and dislike, as well as product suggestions
Set a microwave timer for 13.7bn yrs
What beliefs stand the test of time
Marketplace rakes
Benchmarking take rates for various marketplaces
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
Always be raising
Raising taxes, tariffs, and ambitions
Temporal illusions
Does time slow down in dangerous situations?
Why I write
Why I started the original blog
Moloch the judger of social credit
AI, MBTI, XI
Replicability crisis in science
Many popular studies turn out to not be true
2018 year end reflection questions
How I thought about 2018
Tell me why
Lizard people made the large hadron collider
Procrastinate another way another day
Structuring your procrastination for success
Dunning on Dunning Kruger
David Dunning explains the effect he popularised
Specialists vs Generalists
Specialize most of the time, but spend time understanding the bigger picture
Book Review: How the internet happened
Stories about the founding of the internet
What I'd want to learn in investment banking
A checklist of concepts to cover when starting out
Who is Claude Shannon?
The father of information theory
Convertible arbitrage and short exposure
Why companies make it easier to short the stock
Book Review: Fooled by Randomness
Randomness does not look random
Excel calculation efficiency
Notes about excel speed tips
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