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We follow a very simple investment strategy. Long curiosity. That's the easy part. The real skill lies in our patience and our mindset.
We spend the rest of our time exploring the digital asset revolution. Writing is our Proof of Work.
Discover assets.
Define opportunity.
Deliver value.
That's what we do.
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Worldview
May 27, 2021
We really missed a trick by discarding centuries of tradition for top down planning and Starchitects. To be fair, the trauma of two world wars provided ample justification for doing so. But after a few decades of building motorways, shopping arcades and suburbia, I believe we are at an inflection point.
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May 21, 2021
When I enter the twitter bear pit and see howls of anguish on one side, and cries of joy on the other, I head straight for the middle. I remain composed and think about the low time preference world that I believe is emerging. Nothing is certain, of course. But quiet conviction lets me navigate the shifting sands of sentiment.
May 18, 2021
It's bloody difficult to maintain enthusiasm in an aesthetic wasteland. There's not much community spirit in a 2 hour commute. The worst part is that we once took these matters much more seriously. Just look at the converted industrial warehouses that now embody inner city living. Beauty transcends use. Beauty is sustainable.
May 13, 2021
This is where I used to offer services for property advice. Nothing too controversial. But gradually, as I've continued on my digital journey, it's become something incredibly exciting (for me at least). Instead of hashing out the same advice over and over again, I publish my ideas just once. And once online, they are free for anyone to digest, forevermore.
April 22, 2021
The environment that encouraged motorway building, out-of-town shopping, suburbia, commuting, office managers, living-for-the-weekend, career politicians, central business districts, etc. etc. etc. That came about because our motivations aligned with these outcomes. We Wanted This.
April 14, 2021
11 years later, the landscape is utterly different. I can create the output of a 3-5 person team with a laptop and a Wi-Fi connection. Everything has moved to a SaaS business model. Nearly everything is automated. Lead generation. Financial reporting. Report formatting. Client liaison. It has all become part of a smooth software process.
April 12, 2021
You can be quite shallow in your initial assessment. Money. Power. Status. Once you peel away more layers of the onion however, things get rather interesting. The real colour of life comes out. Consider this example; the overbearing middle manager. They have a strong desire to control and micromanage. They pester you with countless updates and ever tightening deadlines. You want to alleviate your reporting burden. What to do?
