Latest · Insurance & risk
Insurance Isn’t Bad. Buy It With a Plan.
Insurance should fit the losses you can afford, the risks you can’t, and the life you actually live. A lower premium is only part of the decision.
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Personal thoughts, investment theses, and things I find interesting.
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Long on Leafy Greens?
A Cyclospora outbreak is first and foremost a public health issue, and I hope it’s contained quickly and that everyone affected makes a full and fast recovery.
Investment theses
RVI: Private AI Markets and More
RVI, the Robinhood Venture Fund, is unique with exposure to some of the most valuable private technology companies in the world, including OpenAI, SpaceX, Anthropic, Databricks, Mercor, and more.
Investment theses
Oil Short: Strait of Hormuz Reopening?
I think oil is set to drop.
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Insurance & risk
Insurance Isn’t Bad. Buy It With a Plan.
Insurance isn’t a bad product.
Investment theses
Long on Leafy Greens?
A Cyclospora outbreak is first and foremost a public health issue, and I hope it’s contained quickly and that everyone affected makes a full and fast recovery.
Investment theses
RVI: Private AI Markets and More
RVI, the Robinhood Venture Fund, is unique with exposure to some of the most valuable private technology companies in the world, including OpenAI, SpaceX, Anthropic, Databricks, Mercor, and more.
Investment theses
Oil Short: Strait of Hormuz Reopening?
I think oil is set to drop.