Search
We follow a very simple investment strategy. Long curiosity. That's the easy part. The real skill lies in our patience and our mindset.
We spend the rest of our time exploring the digital asset revolution. Writing is our Proof of Work.
Discover assets.
Define opportunity.
Deliver value.
That's what we do.
.svg){kind=small}
.png)
Recent
April 23, 2021
So any honesty, this week? Yes. When I think about what this damn site is, I clam up and get all confused. Clarity is reached only when I hit pen to paper, or finger to button. I had no intention of mixing up the site themes and domain name last week. But when inspiration strikes, you must act.
.svg){kind=small}
April 22, 2021
The environment that encouraged motorway building, out-of-town shopping, suburbia, commuting, office managers, living-for-the-weekend, career politicians, central business districts, etc. etc. etc. That came about because our motivations aligned with these outcomes. We Wanted This.
April 19, 2021
I consider each demolition of prior creation as a sign that my skills are turbo charging. An internal proof of work, you may say. My perspective shifts. I revaluate what is possible. And I up my game. The process has its strains and stresses, but show me something worthwhile that is eazy breezy. It does not exist.
April 16, 2021
As ever, when I am navigating an uncharted path, I consult with my gut. I seek a free proposal for life changing decisions. And he's pretty damn good at it. You should try him. In the pursuit of digitise myself I had rediscovered all sorts of innate satisfactions. Writing being one of them, of course.
April 14, 2021
11 years later, the landscape is utterly different. I can create the output of a 3-5 person team with a laptop and a Wi-Fi connection. Everything has moved to a SaaS business model. Nearly everything is automated. Lead generation. Financial reporting. Report formatting. Client liaison. It has all become part of a smooth software process.
Another Vervaeke inspired musing, folks. This time over four Greek words I have been introduced to, thanks to his series; Agape, Logos, Gnosis and Anagoge. The best way for me to explore these terms (or concepts even) is to relate them to my own investing and writing efforts. And before we begin, I must admit to borrowing heavily from other sources to help with the explanations (a big hat tip to Mark Mulvey and Andrew Seeney). So please bear with the heavy quoting. On that bombshell, let's roll.
All is not what it seems, especially when you develop a strange fascination with assets, Nixon and monetary history. Jack attempts to settle his bill with a dollar from 1980 (when the film was released). But the barman, a figment of the 1920s, does not equate Jack's money with his own. How so? The clue is in the name; The Gold Room. The barman cannot accept 1980 dollars because they are a very different beast to 1920s dollars; they are no longer redeemable in gold.
In its purest form, commerce acts as the great motivator, the ultimate mentor. We conduct our commercial affairs against a backdrop of economic and trading uncertainty. Our decisions and behaviour are constantly pitted against known unknowns and unknown unknowns. We are drawn to ingenuity and innovation through the actions and presence of our competitors. We observe, learn from, and adapt to ever shifting risks and opportunities.
