Archived Memos

A collected set of simple thoughts about complex things

2025

Losing the Advantage

October 24, 2025

Full Memo

Interim Memo

Tightrope Paradox

October 8, 2025

Full Memo

Living Off Memories

August 30, 2025

Full Memo

Interim Memo

Quiet Work - Vol. I

August 19, 2025

Full Memo

Interim Memo

The Time It Takes

July 8, 2025

Full Memo

Interim Memo

The Balance Sheet That Doesn't Show Up in Numbers

June 30, 2025

Full Memo

The Unseen Half of the Journey

March 31, 2025

Full Memo