Investing

Why We Bought Aker BP: A Technology-First Oil Company (Part 4)
I stumbled on Aker BP completely by accident. I knew the Lundins had sold Lundin Energy to Aker BP (a Norwegian oil company) and were large shareholders, but I’d never looked at the stock.
Videos

The Dichotomy of Control
The Dichotomy of Control sounds extremely simple, but it’s incredibly powerful and it’s very difficult to actually execute it in daily life. And it’s basically says this.

The Key To a Good Life: Having Good Problems
What are the good problems? It’s very difficult to have a meaningful life and not be solving good problems.

My Evolution as an Investor and Writer
I look at my evolution as both as a writer, as an investor. As a writer, I feel like I have a lot more courage, you know, to do more.
Popular Articles

The Stock Market, The Economy, Possible Outcomes, How to Invest
This is part one of the winter seasonal letter I wrote to IMA clients, sharing my thoughts about the economy and the market. I tried something I’ve never done before. Instead of conveying my message through storytelling, I tried to compress my thoughts into short sentences…
Life & Philosophy

Homophobic Arbitrage
A few years ago I went to a conference in South Beach. I had never stayed in a gay hotel before. I was not quite sure what the expectations were of guests.
Subscribe to the Newsletter
Latest Articles

Why We Bought Aker BP: A Technology-First Oil Company (Part 4)
I stumbled on Aker BP completely by accident. I knew the Lundins had sold Lundin Energy to Aker BP (a Norwegian oil company) and were large shareholders, but I’d never looked at the stock.