Research & Insights

Research & Insights

Issue #48

Fortune favors the bold. (But it favors the patient even more.); The future of autonomous mobility—human AV pods?

Issue #47

The faster horse syndrome—and phase change disruptions; Finding your personal product-market fit

Issue #46

The importance (and discomfort) of avoiding the herd ; "Embracing your funk" is the only path to outperformance; The neuroscience of pressure

Issue #45

Time horizons are everything in this game; What an animal’s metabolic rate tells us about growth companies; A re-rating in multiples is healthy: It's a good setup

Issue #44

Investing is the discipline of "relative selection"; "The bottoms up fundamental investor is basically irrelevant in... the daily movement of stock prices"; Disrupting the hedge fund model — a chat with the Good Soil guys

Issue #43

"The ghost of higher inflation and interest rates is scaring many out of valuable positions”; Missing out on the winner in a winner-take-all game (i.e. errors of omission); Our view of the decade ahead

Issue #42

Your attention span was stolen; Christopher Tsai on compounding knowledge, the mental mindset of a long-term investor, and drawing inspiration from art; China in 2021 (and 2022): Dan Wang's year-in-review

Issue #41

An ode to the unreasonable man; What Belichick and Buffett have in common; Instead of New Year's resolutions, try this

Issue #40

Tobi the hedgehog; The cascading effects of a global logistics meltdown; Learn from your mentors; don't become them

Issue #39

Chatting Tesla, Spotify, and disruption with the Good Soil guys; Free cash flow as the "hips" of finance; Don't just ask what can go wrong; ask what can go right

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