Posts

Learning in Public

The Folly of Proprietary Deal Flow

Management Fees & Securitizations

Patria Investments 2022 Outlook

Coping with the Future (and our inability to know it)

Public Markets - Feature or Flaw?

Provenance Updates

Keeping It Simple

Steak + Sizzle

Opportunity Down Under?

Trimming the Fat

Lemonade from Lemons

Wading In

Sold! Goodbye SF.

Helios Looking at Fintech

Chris Douvos on Focus

Oppy on APO

Crypto Washout

Commentary on Brazil

Thoughts on Downdraft