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Psychology of a Crisis

The Psychology of a Crisis

“Circumstances don’t make the man, they only reveal him to himself.” -Epictetus – “Well, these past weeks have been interesting…” That is what everyone has been saying. Literally, everyone I speak to – at a safe distance – says that…

Cannabis Legalization in 2020

Cannabis Legalization in 2020?

Since the introduction of cannabis prohibition in the United States, there has never been a better time to reverse policy. Tax revenue, job creation, and 100% Made in America products are just some of the benefits that the cannabis industry…

Tomorrow is Yesterday, So Wait A While

Tomorrow is Yesterday, So Wait A While

There’s a lot of problems with writing things on the internet. First of all, it’s just risky in general. Not only are you exposing your level of (or lack of) intelligence, but you also make people believe that you are…

pandemic profits

Start of a New Investment Series: Pandemic Profits

DISCLAIMER: Of course this is an uncertain and scary time for everyone, with our entire global health and economy in extreme risk. While many may consider at first read the term ‘Pandemic Profits’ as distasteful, the reality is that major…

Gambling in the Stock Market

Gambling in the Stock Market

On the gambling spectrum, I’d put our lives on one end, while betting on whether a coin lands on heads or tails on the other. Pretty much everything in our lives is a bet, with the only difference being the…

Cannabis, Psychedelics, Idealists, and Capitalists

Cannabis, Psychedelics, Idealists, and Capitalists

“When will our table be ready?” I asked. “We’re waiting for a party to finish up. It shouldn’t take more than another thirty minutes,” the hostess replied. I looked at her surprised, “Thirty minutes more minutes? Our reservations were for…

diversify increase return security

Diversify To Increase Return AND Security

In the early 1960s, flying from the US to Japan was a big deal. Japan Airlines had just started making transpolar flights the previous year with tickets being hard to come by and extremely expensive.  Traveling outside of the US…

price per square meter

Price Per Square Meter – m2 – How We Find Deep Value

We recently invested in a property with a ridiculously low price per square meter. M2 is what ‘price per square meter’ is usually referred as. You’ll find this measurement system pretty much everywhere, except for the United States. Property values…

Finding Great Early Stage Investments

Finding Great Early Stage Investments

I received a pitch deck last week from a contact I’ve spent quite a bit of personal time with. The deck is hideous. All black and white, no fancy graphics, and nothing that is visually stimulating. Furthermore, there isn’t even…

Betting On The Running Horse

Betting On The Running Horse

Last week we offered a new investment in a company that we have already invested in. So, this will be the second time investing in this company and this time we’re deploying even more capital at a higher valuation.  (This…