Koorbwodaem
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A place for my musings on markets and life
My substack manifesto
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Looksmaxxing
Yes, I just followed up two investment theses on mental health with a thesis on a borderline mental disorder. That's called a "flywheel" folks.
May 1
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"Pinky and the brain, brain, brain, ..."
Mental health is a problem with a massively misunderstood "engine" at the core. We need to consider many possible solutions. Our Mental Health thesis…
Apr 14
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D.A.R.E.
"fun" drugs, for good.
Apr 9
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Koorbwodaem
Koorwodaem is a place to share some work on a L/S equity portfolio we're working on. Mixing quant & discretion. Mostly individual equity here, some index derivatives.
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