Risk tolerance, smart teams, and results
There is a mirage that mixes headcount, sophistication, and results → “the larger the team, the more sophisticated it is, the better the results.”
It misses the master factor...
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This website
As of January 2022, this site is set up and maintained with a few tools. hardware and apps I use a MacBook Pro (14-inch, 2021) with the Apple M1 Pro…
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Limits of information for trading and investing
Bad advice to avoid “It is consistently taught in business schools across the world that the more information we absorb, the better investment decisions we will make.” It makes sense,…
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Financial crisis headlines
Blast from the Past | Financial Crisis headlines as of October 7, 2008 Just some notes I took while things were unfolding. Many names live only in people’s memories now……
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Books: Zero to One | Peter Thiel
This book is a collection of ideas and reflections on the intersection of economics, culture, and technology. It also provides a framework to process and understand businesses, be them existing…
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