Every year we turn over the calendar and start fresh. Some years it feels daunting. This time, maybe not so much! As always, please feel free to forward this email to friends. Reading I ordered this list by reading time: tweets first...
Read moreCapital Allocators Monthly – November 2018
Please feel free to forward this email to friends and colleagues. Readings are few in quantity, very high in quality this month. Found a few new terrific listens as well. Reading 1. Tom Wright and Bradley Hope, Billion Dollar Whale: The...
Read moreCapital Allocators Monthly – October 2018
I’ve been on the speaking circuit of late. Great to catch up with lots of investors and allocators and looking forward to more in the coming weeks. If you’d like to receive reminders of podcast episodes or blog posts as they...
Read moreCapital Allocators Monthly – September 2018
Investing is simple, but it’s not easy. Although I don’t trade much, last year I bought Bitcoin in September at prices ranging from $3,500 – $15,000 thinking I would hold it for the long-term. I sold it all in December at...
Read moreCapital Allocators Monthly (Aug 2018)
Back to school, back to work! I’m diving into research on funds investing in Economic Opportunity Zones on behalf of a family for whom I serve as CIO. I first heard about EOZs in my conversation with Manny Friedman. The newly...
Read moreCapital Allocators Monthly (July 2018)
A great month to catch up on reading and listening. My favorite reads this month triggered mentions of others – lots of books to choose from. Reading 1. Chris Voss, Never Split the Difference. Chris spent 24 years as a hostage...
Read moreCapital Allocators Monthly (June 2018)
Summer reading time, and this month was a good one. We launched a premium content subscription to Capital Allocators, including the full library of podcast transcripts and discussion groups for each new episode. Pricing is $499/yr for an...
Read moreCapital Allocators Monthly (May 2018)
Spring is upon us (just in time for summer!). My favorite pieces this month came from social media feeds (Twitter and Medium). A sign of the times! Reading 1. Sam Hinke Letter to Investors In early May, I watched the Philadelphia Sixers...
Read moreCapital Allocators Monthly (April 2018)
I’ll be heading the Omaha this weekend for my last annual public drubbing. Stop me and say hello if you’re there. If you happen not to catch me amidst the sea of shareholders, I’ll be joining Jeff Gramm, Brent Beshore...
Read moreCapital Allocators Monthly (March 2018)
Having fun with these markets (or weather) yet? The more things stay the same… Reading 1. My latest Institutional Investor column is entitled “Learning from the Dumb Money.” The premise is based on a simple, but...
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