Month: February 2021

Recent Stock Buys #2: 10 Picks Including Adobe, Snowflake, Asana, and The Trade Desk (Jan. & Feb. 2021)

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This is the 2nd edition of Recent Stock Buys, where I share my thinking behind recent stock purchases. Disclaimer: I’m not an investment professional, so please don’t take any of these posts as investment advice. I’m simply looking for ways to get good returns while learning about businesses. Intro I freed up some cash in January by selling out of my REIT and bond positions. With REITs, I felt that commercial real estate will only suffer more […]

Agency Journey Episode 6 (Y14M9)

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My brain’s been on fire the past couple of months as I’ve been processing and applying concepts from a few books that have resonated deeply with me. They are: The Courage to Be Disliked by Ochiro Kishimi and Fumitake Koga, The Three Laws of Performance by Steve Zaffron and Dave Logan, and An Everyone Culture: Becoming a Deliberately Developmental Organization by Robert Kegan and Lisa Laskow Lahey. A common theme that runs through these books is […]