A Blog for Investors Who Think Differently
We all are learning, modifying, or destroying ideas all the time. Rapid destruction of your ideas when the time is right is one of the most valuable qualities you can acquire. You must force yourself to consider arguments on the other side - Charlie Munger
The world of business and technology has been on an exhilarating trajectory. I've been fortunate enough to witness firsthand the rise of unicorn startups and the enduring strength of established companies. My conversations with founders and CEOs have been invaluable, but I've always believed in the power of sharing ideas. It's a way to test my own assumptions, challenge my biases, and see how my theories hold up against the reality of the market.
This blog is my personal space. It's where I'll share my thoughts, my observations, and sometimes even my contrarian viewpoints. It's not financial advice – it's simply my perspective, and I hope it sparks discussion, challenges conventional wisdom, or perhaps even validates your own hypotheses.
My investment journey has been profoundly influenced by brilliant minds. I owe a great debt to Warren Buffett and Charlie Munger, whose value investing principles have shaped my approach. While my background in venture capital might seem at odds with their philosophy, I've found that many of their principles are surprisingly adaptable.
This blog won't be limited to venture investing. I'll explore any contrarian idea – even those that might raise Warren's eyebrows, like blockchain – that I believe will reshape our economy in the years ahead.
I invite you to join me on this journey. Let's share ideas, challenge assumptions, and perhaps even uncover some hidden gems in the market.
With that said, and in the spirit of every coding lesson I ever took, I raise a glass to the future:
Hello World!