Presentation
The Reality of AI
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Jun 27, 2026 · 1 min read min
Business Breakdowns
ADF Group (DRX.TO): The Backbone of America's Biggest Builds
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Jun 25, 2026 · 1 min read min
Presentation
The Ecology of Ergodicity
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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
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Jun 22, 2026 · 1 min read min
Education
Club Conversation with Pedro Sousa, Private Equity Meets Microcaps
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Jun 15, 2026 · 2 min read min