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 #15: Rollercoasters in Time
Adventur.es, Roam Research, Andrew Wilkinson, Jim Stein Sharpe, Paul Graham, and the greatest personal website I’ve ever seen
Issue #14: First Year in Review
Roam Research, Sam Rosati, Cowboy Investing, Space Garbage
Issue #13: Location, Location, Location
Ryan Caldbeck, SuperMugatu, Adam Keesling, Little Engine Ventures, Micro VC
Issue #12: Notes About Acquiring Websites
Patrick O’Shaughnessy, History of Animation, Kevin Kwok, Bradley Jacobs
Issue #11: How Much is Too Much?
Distressed Debt Investing, Alex Danco, HBR, Askeladden Capital, RV Capital
Issue #10: Chenmark’s Palmer Higgins on Commercial Landscaping
Palmer Higgins, SureSwift Capital, The Messy Marketplace, Founders Fund, BuiltWith, Stratechery
Issue Edition #9
Warren Buffett, Chenmark Capital, Alex Danco, The Grandmaster Diet
Issue #8: My Thoughts (So Far) On Building Permanent Capital
Askeladden Capital, Alex Danco, Social Capital, Real Vision, Sidewalk Labs
Issue #7: Brent Beshore on Marketing and Branding
Brent Beshore, HBR, Andrew Wilkinson, Byron Trott, Shake Shack
Issue #6: Closing Questions
Chenmark Capital, Ankur Warikoo, Little Engine Ventures
Each year I write an annual letter to readers and listeners to reflect on the evolution of the podcast and my personal growth.