bought more $HIFS and $PAR - hopefully those moves are greeted by yawns added Lumine Group $LMGIF via dividend from Constellation - not sure if I want to add any... [Read More]

Like all purely rational engineers with 4 kids and no spare time, I prefer to write my own utilities to automate recurring mundane tasks rather than pay a pittance to... [Read More]

2022 was my first full year of giving serious effort to investing in equities. I enjoyed reading up on interesting companies and markets to see how they operate and which... [Read More]

A Pooka is a mythological creature (popular in Irish and Germanic culture) that takes on many forms. It can be a spirit of mischief, other times a creature of good... [Read More]

I was recently listening to the 2022Q3 earnings call from $PAR and their CEO Savneet Singh provided such a beautifully succinct explanation of how to think about capital allocation. Here’s... [Read More]

As a software executive and engineer, it was fascinating to hear Elon’s chat with the Twitter team about the tech stack: [Read More]

I’m in the middle of reading Churchill and Orwell: A Fight for Freedom and so far really enjoying the parallels drawn between two of history’s most important figures. Both had... [Read More]

Startups are a team sport. The players you choose to work with have such an outsized impact on the team (for good or ill) that you really have to have... [Read More]