Newsletter
Howard Marks started writing his famous memos by hand in the early 1990’s. For 10 years, he never received one response. He claims nobody even responded to let them know they got the letters. For my younger audience, pre-internet everything was sent by this service known as mail. The
investing
To be a good investor, we must be passionate about where we spend our time. Otherwise, the ups and downs of the job would eventually wear us down. To be passionate about something, we must be optimistic that where we spend our time matters and that our research will lead
energy
Southwest Airlines famously hedged fuel to save $3.5B, who will make a similar move in electricity?
Newsletter
Raising young kids places us in the presence of a lot of failure. And that's great because it also places us in the presence of a lot of learning. Children come into the world with a need to experiment and learn. We understand that failure is an inevitable
venture capital
This week, the Wall Street Journal published a post encouraging Silicon Valley to embrace the boring side of the insurance industry. Reading the post through the lens of the energy transition, I felt like the Leo meme. At Energize, we have an internal saying, “Build the engine to match the
VR
Is now the time for AR/VR or is this just another false start?
investing
Fear and greed are two permanent conditions of human nature. They’re also two of the only lessons we can apply to all investing cycles. Fear of missing out on the next winner and the greed of letting it ride to the top to take every last penny describe almost
Newsletter
Yes, that headline is clickbait. But this line from a recent podcast struck a nerve with me. The more I thought about it, the more the reasoning resonated with and applied to me. Hard work is table stakes. To have a meaningful career, other factors combine to create exponential success.
investing
Last week, I spent most of the week in Europe meeting with people from different parts of the ecosystem. The excitement for the energy transition remains strong in Europe. As one person said, “Americans have healthcare. We have energy.” Her point was that American healthcare is broken, so we spend
Newsletter
We’re finding out who’s mission-critical and it’s their time to shine.
productivity
Doing the unremarkable well, leads to big results. Skipping the process, and not enjoying the present robs us of precious memories.
Newsletter
The unknowns of writing make starting the most difficult part. Everything after that is easy.