No Time Like the Present
Inspired by the idea that there’s no such thing as a New Year’s Resolution, only habits you either keep or don't, I’m feeling the urge to make writing part of my weekly routine again. There's no time like the present.
I'm setting the goal of publishing at least once a week (Sundays) and making this a resource for anyone interested in investing, company building and energy.
Inspired by my favorite writers across many subjects - Morgan Housel, Kyle Harrison, Downtown Josh Brown, and Julie Gurner - I’m just going to show up weekly and see what happens. Some posts will be short, some longer, but the goal is consistently posting again.
I’ll be writing primarily about energy industry issues, investing, books, leadership, the economy, and entrepreneurship. (Did I leave out AI?) The best posts I’ve ever done usually combine elements of many of these topics.
For me, a lot of “writing” (meaning mental effort to put something down on paper) happens in the space between tasks when you are not sure you are even working. When you know you have to show up weekly, you train your brain to notice potential topics and explore curiosity.
When he was starting out, Nate Silver wrote that you have to always be blogging. The idea is simple. If your value depends on having unique insight into a subject, you have to remain curious and notice things even when you’re not “working” and then express the insights derived from that curiosity.
I feel like investing is that way, too - except the value is in deploying capital against the unique insight not writing it down.
So, if you're interested in energy and investing and a lot of things in between, we’re going to be here chasing down ideas, exploring a few of our own (we’ll be wrong a lot), and importantly, try to learn a thing or two along the way.
Ideas I’m Chasing
What previously bad ideas work when the market structurally changes?
How do you know when a fad becomes a trend?
While innovation and growth are necessary, without operational excellence it's impossible to harness that creativity into a positive direction.
Ideas I’m Collecting
“Don’t benchmark yourself against your most obvious competitor, you’ll just end up a carbon copy of them.” - Rory Sutherland, The Knowledge Project
“It must be borne in mind that behavior based on the belief that it’s different is what causes it to not be different!” - Howard Marks, Is it a Bubble?
“Instead of being overly prepared to answer every question, investors should learn what questions are worth answering.” - Henry Kravis
