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2021 in Review: Revenge of the (Value) Nerds

In this edition of the newsletter, I: 1. Discuss the end of the "Roaring 2020s" 2. Review performance in 2021 against a changing market...

August 2021 Newsletter: The "Free Gold" Rush

In the August 2021 edition of the newsletter, I: 1. Discuss the increasingly frothy state of venture capital 2. Outline a case against...

March 2021: Here Comes The Sun

This newsletter contains our annual review of the crazy year that was 2020. In this edition, I: 1. Review the performance of my own...

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