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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.
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Recent
May 27, 2021
We really missed a trick by discarding centuries of tradition for top down planning and Starchitects. To be fair, the trauma of two world wars provided ample justification for doing so. But after a few decades of building motorways, shopping arcades and suburbia, I believe we are at an inflection point.
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May 25, 2021
2004 was a very different world. A physical CD. A plastic case. A paper booklet. In the 17 years since we have complete transformed how we consume music. Really makes you wonder what the next 17 years has in store for us. What the hell will be doing in 2038?
May 21, 2021
When I enter the twitter bear pit and see howls of anguish on one side, and cries of joy on the other, I head straight for the middle. I remain composed and think about the low time preference world that I believe is emerging. Nothing is certain, of course. But quiet conviction lets me navigate the shifting sands of sentiment.
May 21, 2021
Each post that I write helps to develop my mindset, even if they are a bit of a rabble sometimes. But I am thinking better. I am building better. And it is there for everyone to see. Some weeks I will go off in a very personal tangent. Others I will cast my gaze externally, musing about the world around me.
May 18, 2021
It's bloody difficult to maintain enthusiasm in an aesthetic wasteland. There's not much community spirit in a 2 hour commute. The worst part is that we once took these matters much more seriously. Just look at the converted industrial warehouses that now embody inner city living. Beauty transcends use. Beauty is sustainable.
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.
