so i know i won a 1 hour trading competition tonight but by far the most important “trades” of your life are on a 1-4 year time horizon zoom out and pick the fundamentals you can feel in your cojones are the most valuable plays in the market then go all in that’s how you win.

Awhile back, I tweeted a dumb joke that subtly let everyone know it was my birthday. It was not my proudest moment and I promised myself I’d grow up and never fish for attention like that again. That was exactly 2 years ago today. Crazy how much people can change

We only write 1-2 primers a year because we want them to be durable. It’s simple to publish something market relevant for 6 months, but our goal is a piece you can return to years later and still derive value. Our Robotics primer meets that standard.

This was probably one of my largest misses. Having the opportunity to invest in Figure series A. The video is worth a watch. Robotics is attempting to solve for a 59T problem that is labor. And now it’s actually beginning to scale. Its current market cap is around 200B. How early are we? We’re so early these companies don’t even trade publically yet and the robots don’t exist. It’s like buying bitcoin at $500 and maybe getting to see it run to 50k. There’s a lot of doubt around them as there is with any new tech. This is going to be incredibly obvious in hindsight. Of course it sound crazy when you say some of these companies are going to be trillion dollar companies. I really feel you should put 10-20 hours into some research bc over the next decade. This is likely going to be one of the most explosive opportunities of our lives. I will definitely be talking about this more often and the various companies that are rapidly progressing bc it’s actually something I follow and am extremely excited about.

Happy Father’s Day! A little golf story to cleanse the timeline: My dad and grandfather, who we called Pop, taught me how to play when I was a kid Talking 1,000+ hours spent with both of them on the course as a youngin My mom stopped playing when we were born then picked it back up about 15 years later Somehow, I only ever got to play one round with my dad, my mom, and Pop all together Pop was nearing the end of his life at the time so going out with them was about as special of a day on the course as it gets And in that one round, I got a hole-in-one Pop golfed for 70 years and never got one. My dad still hasn’t either I hit the shot but the memory has always felt like it was theirs too I think about that round every Father’s Day Reminds me how lucky we are when we get to make memories with our dads, grandfathers, and families while we still can You never really know which ordinary day is going to become one of the stories you think about for the rest of your life Best shot of my life, and somehow still not the best part of the round RIP Pop and Happy Father's Day ❤️