Memo 05: Fear and FOMO - The Market’s Real Drivers
The psychology driving investors today.
Memo 04: Buffett as the Exception, not the Rule
Today, Buffett’s scale and control make his strategy hard to replicate.
Memo 03: Public Market efficiency - and why it’s a problem
Public markets redistribute capital; private markets create it.
Memo 02: Get Big or Get Niche: why small businesses - and asset managers - must choose
How small businesses thrive by narrowing their focus
Memo 01: The Founder’s Dilemma in the Wild
Do you want to be rich or do you want to be king?