Presentation
The Ecology of Ergodicity
You can listen/watch this presentation on Spotify, Apple Podcast, and YouTube below
Jun 25, 2026 · 1 min read min
Presentation
Obsession
Whether it's stock picking, your business, or a hobby, chase after your obsessions, and bring your family along for the ride.
Jun 23, 2026 · 1 min read min
Interview
Club Conversation with Dylan Marrello, Asymmetric Bets in Hated Industries
You can listen/watch this conversation on Spotify, Apple Podcast, and YouTube.
Jun 22, 2026 · 1 min read min
Education
Club Conversation with Pedro Sousa, Private Equity Meets Microcaps
You can listen/watch this conversation on Spotify, Apple Podcast, and YouTube.
Jun 15, 2026 · 2 min read min
Education
Management Meetings: Access without Attachment
The more I like a management team, the more important it becomes to check my conclusions against the facts.
Jun 11, 2026 · 15 min read min
Interview
Club Conversation with Jeffrey Tory, 40 Years Investing in Canadian Microcaps
You can listen/watch this conversation on Spotify, Apple Podcast, and YouTube.
Jun 8, 2026 · 1 min read min