The Think Like an Owner newsletter is a compilation of my thoughts on investing in and operating small companies, published every other week. In the newsletter, I also share interesting and relevant resources I recently came across.
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Harvard Search Conference, Tim Ludwig, Ben Rudman, Investor Updates, Paul Graham, and Heico
Independent Sponsor Report, Scuttleblurb, Les Schwab, and David Perell
Adventur.es, Roam Research, Andrew Wilkinson, Jim Stein Sharpe, Paul Graham, and the greatest personal website I’ve ever seen
Roam Research, Sam Rosati, Cowboy Investing, Space Garbage
Ryan Caldbeck, SuperMugatu, Adam Keesling, Little Engine Ventures, Micro VC
Patrick O’Shaughnessy, History of Animation, Kevin Kwok, Bradley Jacobs
Distressed Debt Investing, Alex Danco, HBR, Askeladden Capital, RV Capital
Palmer Higgins, SureSwift Capital, The Messy Marketplace, Founders Fund, BuiltWith, Stratechery
Warren Buffett, Chenmark Capital, Alex Danco, The Grandmaster Diet
Askeladden Capital, Alex Danco, Social Capital, Real Vision, Sidewalk Labs
Brent Beshore, HBR, Andrew Wilkinson, Byron Trott, Shake Shack
Chenmark Capital, Ankur Warikoo, Little Engine Ventures
Chick-Fil-A, Why Athletes Remain Wealthy, Visa, Alex Danco, John Scalzis, Morgan Housel
Zack Kanter, Chenmark Capital, Problem Solving Framework, Ben Thompson
Sears, Bill Belichick, Hugh Howey on Farnam Street, Warren Buffett Index
Independent Sponsor Report, DHM Landscaping, Little Engine Ventures, Clearing Fog
When I talk with owners and investors who are in the middle of starting their company or investing, I can hear and feel the emotional swings of their adventures. On some days they experience otherworldly highs; a new customer, closing a deal, an exciting new partnership. On other days they feel unfathomable lows; losing valuable employees, deaths and terminal illnesses in their work and personal life, divorcing with a business partner. These times are raw and felt stronger than at any other point in time.
Each year I write an annual letter to readers and listeners to reflect on the evolution of the podcast and my personal growth.
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I’m always looking to connect with folks interested in this space, don’t hesitate to reach out.