Scheduling Update

In the interest of maintaining the quality of our content, we’ve decided to scale back the frequency of our posts. Rather than produce on a regular schedule, we will, for the foreseeable future, only post when we see change that’s worth noting in investments we already own or after stumbling onto truly compelling new ideas.

We are as excited about investing as we’ve ever been and dedicating as much, if not more, time to the craft than ever before, but have also discovered that insights don’t arrive with metronomic regularity. The goal of this podcast and Substack has, from the beginning, been to provide short and actionable investing content to anyone interested in hearing it and we want to provide a high signal-to-noise ratio, especially in a world full of demands on our limited attention.

We hope you have benefited from our content so far and that you will continue to enjoy it in the future. For us, it it has been a rewarding endeavor not least of all because of the connections we’ve made along the way. From fund managers to private investors and everything in between, we truly benefit from all of the engagement and look forward to more in the future.