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Collection of Thoughts
& Explorations

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Inspired by Chamath Palihapitiya and his "Learn with me" substack, I am going to be sharing some content on what I am reading, learning, working on, and inspired by. Keep in mind that as you read this, most of this work will often be a product of my "thinking aloud", and I will be creating the majority of these pieces as an attempt to better understand the concepts outlined and develop my position. I encourage everyone to do additional research and think carefully about everything I discuss and outline.


The Difference Between “Speculating” and “Investing”, and How to Craft a Sound Investment Thesis (Despite What Your Friend on r/WallStreetBets Tells You).

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