My Investing Framework: Rethinking Risk and Betting on Different Perspectives of the Future

I was recently listening to What Alex Danco Thinks About Basically Everything , a long, rambling but incredibly insightful podcast with Alex Danco, a member of the Social Capital Discover team and author of the fantastic Snippets weekly newsletter. Somewhere in the middle of the podcast Alex inadvertently articulated my exact investing philosophy in a way … More My Investing Framework: Rethinking Risk and Betting on Different Perspectives of the Future

When was the last time you felt truly alive?

While I was walking home tonight I was listening to a podcast episode as my subconscious was reliving and contemplating upon the lessons of the conversation I had earlier today with a successful bar/restaurant owner in Bogota. The episode, from a highly recommended podcast called Invest Like The Best,  was a fascinating interview with a man called Boyd … More When was the last time you felt truly alive?

My Tesla Thesis

Disclosure – I own Tesla stock and am very optimistic about the Company’s future Scenario One —BMW/Mercedes but with better long term margins Overview: Tesla is unsuccessful at disrupting the entire auto-industry, instead scaling to become a mid-sized luxury auto maker, similar to BMW group, by 2022 (eg. ~1 million vehicles per year, up from ~100,000 … More My Tesla Thesis

Abundance & Decentralization Part III: The Great Decentralization of Everything

Part 3 of a series on Abundance and Decentralization. View part 1 here and part 2 here. Energy generation and food production are next The revolution will be decentralized. This has been the rallying cry among technology’s early adopters since bitcoin first exploded into the mainstream consciousness in early 2013, and it is the guiding principle … More Abundance & Decentralization Part III: The Great Decentralization of Everything

Abundance & Decentralization Part II: Sustainability in the age of Bitcoin

Over the past few months I have encountered various discussions and analyses on what is required to make a system, product, organization or organism last a long time - not just 5 or 10 years but 100+ years: In Money, blockchains, and social scalability, Nick Szabo argues that the most valuable trait of bitcoin and other blockchain … More Abundance & Decentralization Part II: Sustainability in the age of Bitcoin

The Transport sector is now more polluting than Power plants. Electric cars are not the only answer.

It sounds unorthodox, but networks of dockless electric scooters and electric bikes could prove to be the technology that finally allows urban city dwellers to reduce dependency on cars, and in turn allow for cities to finally evolve into sustainable hubs with improved quality of life for its residents. Last week I cycled across San … More The Transport sector is now more polluting than Power plants. Electric cars are not the only answer.

It wasn’t until I attended the under-reported and casually dismissed Women’s March that I appreciated how Women must feel all the time

It wasn’t until I attended the under-reported and casually dismissed Women’s March that I appreciated how Women must feel all the time. Feelings of hope, empowerment, and unity I had first felt in Washington DC a year ago came rushing back as we inched our way down a sunny Central Park West on a beautiful … More It wasn’t until I attended the under-reported and casually dismissed Women’s March that I appreciated how Women must feel all the time