Great episode. Listen!

Fantastic conversation between Bill Brewster and Elliot Turner (disclosure: I’m long their friendships) open.spotify.com/episode/66BOgm…

Thanks Sleepwell🛌, I'm lucky to have friends like you! Glad you found it valuable!

Some great public documents on companies and industries from Evan Tindell and the replies in here. Great idea to get this going on Twitter. What else would you all add here?

Although it wasn't actually live, you can see Bill Brewster and I on the YouTube version or just hear our voices on your favorite podcast app. I know which one I'd pick...

It was a ton of fun having Bill Chen on the pod to talk about public equity investing in real estate, kicking off a multi-part series. Enjoy!

If it's not large cap growth does it have a pulse?

An incredible letter written by a non-Jewish Scottish professor to his students who voted to boycott Israel It's a response from Dr. Denis MacEoin to the motion put forward by The Edinburgh Student's Association to boycott all things Israeli, in which they claim Israel is under

Noa Argamani who was rescued from Gaza met her father in Israel earlier today. She was held hostage for eight months. Her mother is dying of cancer and her last wish was to see her alive

Truly incredible by Israel Defense Forces!!! And Hamas will try to claim these were "civilians" killed in the operation. Their goal is to blur the line. They're not civilians, they are terrorists. Can't wait for the rest of the hostages to be freed from this evil.

Hamas murdered and kidnapped Israeli civilians, knowing Israel would seek to rescue them. Hamas hid the hostages in homes in densely populated civilian areas, guarding them with soldiers dressed in civilian clothes, intentionally blending them in with the civilian population.

I thought this was an interesting chart as its attempts a more apples to apples comparison of large caps versus small caps.

Another interesting chart. It's backward looking of course and I don't have the underlying data - maybe not cap weighted - but only one class returned well in excess of earnings growth.

Today I'm sharing a very personal story. I hope that by sharing it, I might help someone else in the world. In February 2023, I underwent emergency brain surgery to remove what — at the time — my doctors thought could be a stage 4 glioblastoma tumor: terminal brain cancer. I