07/08/2021 Good Investors Live Life in the Extremes. There’s no investment alpha in the average. You are NGMI by being middle of the pack. I read the June 2020 investor briefing by…
06/27/2021 Should Value Investors Bet on Crypto? Was reading the excellent memo on value vs growth by @howardmarksbook, and thought abt how his insights may apply to crypto, and investing in…