While the title is all encompassing we’ll go ahead and say that health is the only category where we can’t think of any upside. Becoming disabled or significantly impaired. One item could be “appreciating life more” if you know that you only have a few years to live. Besides that we can’t really think of […]
Q&A is Closed.
For fun we decided to look into the Millennial generation which consists of people born between 1981 and 1996 (22-37 years of age). It’s an interesting age group as a chunk of them graduated only to see the Great recession and the ones that are even younger on the age bracket are racking up Student […]
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. […]