When we wrote Triangle Investing we went straight to the point, areas we think will grow long-term and didn’t provide how we got to these conclusions. We explained why we thought they would grow materially over the next several years but didn’t include the “thinking” part of the equation. Since this is more abstract we […]
We’ve been ruminating on multiple tells we’ve noticed over the year. Before we begin we’re going to put this up front: the *exception* doesn’t disprove the *general* rule. We are certain there are instances where the ideas here will fail. That said we’d at least try to take notice of the observations we outline below […]
We’ve taken the time to aggregate everything we’ve seen from the Q&A to go ahead and address common questions. While the Q&A will unlikely ever be opened to the public, the most common questions should be addressed here to 1) save time on redundant questions and 2) make things run more efficiently in the future. […]
Q&A is Closed!
We haven’t done a major Wall Street post in a while for a reason: not much has changed. In fact, we went through all of our recruiting advice, interview advice, resume advice and posts that talk about each industry… nothing has changed except the valuation multiples since the stock market has continued to work higher. […]
One of the main items we attempt to portray here is that there is an actual decline in utility when it comes to money. We definitely don’t agree with mainstream advice that “utility” ends at $70,000 a year. But. There is definitely a line. We’ll walk through multiple ways to use money. Up front we’ll […]
Naturally our Twitter feed drops hints towards the topic of our next post, in this case we’re focused on predicting the future. We’ll always disclose our sports/political bets before we place them so no worries there. Instead. This post is going to act as a framework for predicting the future. This is important for anyone […]
Q&A is closed.