Newsletter

The Think Like an Owner newsletter is a compilation of my thoughts on investing in and operating small companies, published every other week. In the newsletter, I also share interesting and relevant resources I recently came across.


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Issue #35: Is Growth Natural?

Life is high maintenance and capital intensive. Just for our bodies to survive we need to eat, stay hydrated, sleep, bathe, brush teeth, and maintain our shelter which includes household cleaning, paying rent or a mortgage, buying groceries, taking out trash, and other odds and ends. I spent 4 hours on such activities during the day I wrote this article, excluding sleep, just maintaining my existence.  Maintenance is everywhere. Our

Issue #34: Searching in Catan

My title is slightly incorrect, searching is like playing a double-blind version of Catan with the resources and numbers both covered.

Issue #30: Think Like a Storyteller

Good CEOs drive narrative, they are storytellers. The value of being a good storyteller for a public company is obvious since a huge portion of a public company’s value comes from its perception by others. In small companies, is the same true? Are owner-CEOs storytellers and can good storytelling increase the intrinsic value of their business?

Issue #27: First Year Out of College

In May last year I graduated from University of Portland and last month passed without my realizing the significance. Since graduating, I’ve released 12 podcast episodes, written 27 Tailwinds editions, my 2019 Annual Letter, and gained a small following on Twitter.

Issue #26: My Changed Belief on Interviewing

One closing question I ask podcast guests is, “What’s a belief you used to hold strongly and have since changed your mind on?” I like this question because it shares some insight into how our views change with time and experience. Well, when it comes to the podcast, there’s a belief of my own that has shifted since starting the project.

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Letters

Each year I write an annual letter to readers and listeners to reflect on the evolution of the podcast and my personal growth.