Investing Journal

Inside the Corner - June 2025

Transparent look at all Portfolio Moves in 2025. 3 new positions, and takeaways from the 5 exits this year.

Jun 1 •

Inside the Corner - May 2025

Lessons from Recent Writeups — and a Look Under the Hood of Our Investment Journey

May 4 •

The Outsiders - Owner Operators

Thinking like an owner operator with 3 examples from our portfolio.

Apr 17 •

Inside the Corner - March 2025

Capital Allocation & Personal Investment Journey

Mar 17 •

2024 Letter to Readers

Biggest Learnings, Biases Impacting Writeups & some Ideas into 2025.

Dec 26, 2024 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts