PinnedThe Payback Period Heuristic“This is the essence of intuitive heuristics: when faced with a difficult question, we often answer an easier one instead, usually without…Jan 24, 2022Jan 24, 2022
Why Starlink Is So Important For The United StatesSpace Exploration Technologies, or SpaceX, is one of the largest, and most well known, private companies in the world. Currently valued at…Jun 7, 2021Jun 7, 2021
Investing in Technology vs. Investing in Business Models — Part 1One of the most enjoyable aspects of investing is developing mental frameworks. There is an art to it, and it is best done grounded in…Mar 9, 2021Mar 9, 2021
Future Defense TechnologiesA look into some of the exciting, and necessary, advancements in defense technology.Nov 26, 2020Nov 26, 2020
We Need More Data ScienceI have become more and more fascinated with Enterprise AI lately. Some of the work being done in how we manage, interpret, and apply data…Oct 17, 2020Oct 17, 2020
The Case for Historical SciencesHistory is properly defined as the study of past events, particularly in human affairs. It has been, and continues to be, my favorite…Aug 15, 2020Aug 15, 2020
7 Questions & 7 PowersIt’s hard to find 2 books that have been more impactful in forming how I think about businesses than Hamilton Helmer’s, 7 Powers: The…May 27, 2020May 27, 2020
Imperfect ProjectionsWithin the two dominant fields in private investing, venture capital and private equity, each seem to have their financial formula north…May 2, 2020May 2, 2020
A Historical Look at Government’s Role in Major Technological & Economic InnovationI have spent the past few months researching the impact of bubbles on modern economies, specifically the American economy. This is a…May 2, 2020May 2, 2020