I couple of weeks ago, I sat down with The Dutch Investors for a wide-ranging conversation on my evolution as an investor, my research framework, how I leverage AI, and how I think about the future of tech.
I’m resharing this episode to reach a broader audience, so feel free to pass it along to anyone who might find it valuable. Let me know your key takeaways in the comments!
Here is what we covered in the episode:
My Backstory & Socials: What sparked ten years of continuous passion for investing, creating content, and leveraging productivity as a personal life hack.
Hard-Earned Lessons & Mistakes: Why I gravitated toward quality investing early on and the power of writing down a framework.
Research Process & Philosophy: Breaking down my complete process – from idea generation and business quality assessment to position sizing, valuation, and psychological discipline.
Latticework of Mental Models: How I use “thinking tools” like inversion, margin of safety, legacy vs. reinvestment moats, and localized network dynamics to make rational decisions.
Are We In an AI Bubble? My thoughts on the current environment.
Hope you enjoy the discussion!
