On Ray Dalio’s Principles (Part II) Last week I stated that a general master plan for individual or business success, as outlined in Ray Dalio’s #Principles, is a good thing – in principle 😉. Provided the plan makes sense, it’s good because it serves as a useful heuristic to make sure I’m on course. The disadvantage of such a general … Read More
Rich Man’s Lottery (Part II) The Mystery of the Blind Hunt for Maximum Risk
Verdad Capital founder and (small cap) public equity crusader Dan Rasmussen recently published a report authored by his last summer Harvard intern Blake Patterson. The melody of the article matches Rasmussen’s bias towards public – and his highly critical attitude towards private equities as reported last week among other sources by the NY Times. So, is he right? In Venture … Read More