Category: Non-business

Reflections on 2025

Non-businessOne Comment

To my subscribers: I imagine most of you signed up because you like reading company analysis. I regret that, on that front, the field remains barren. Work makes it tricky for me to write too specifically, so I can’t promise to put anything out. Still, I enjoy writing. In that vein, this website will cover a wide range of topics. These may be related to investing theory or specifics. They will also be more abstract: politics, philosophy, competition. I will use it as a place to collate my thoughts. Given the change of direction, I have manually unsubscribed all of …

Jonathan Lander & Volvere

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Disclaimer: We are invested in Volvere. While this post isn’t really related to the business, assume I am biased when talking about it and form your own judgements. Volvere today announced the death of their CEO, Jonathan Lander: The announcement hit me hard. I do not want to pretend that I knew him better than I do. I probably met Jonathan 10 times over the last five years, but he left an impression on me. We are invested in Volvere – indeed, we are one of the biggest investors in Volvere – in large part thanks to my opinion of …

COVID-19: Time Capsule from October 2020

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I’m writing this primarily because I want a marker in the ground that I can look back on in the coming years. I want to have written something public in the moment. I wrote a letter to my MP on Friday. She is a Liberal Democrat, which seems a delicious irony for a politician supporting policies that are neither Liberal nor Democratic. I told her that I thought our politicians should trust the citizens of this country to manage their own personal risk, as they have been doing every day of their lives, instead of implementing scattershot, reactive, and arbitrary …