Category: Investing

  • Investment Memos

    I write a short memo for every angel investment that I make and I’ve practiced this for the last 10 years. I do this because I believe that writing is refined thinking (to quote Stephen King in his book “On Writing“) and because memory can be warped over time. A memo best captures my thinking […]

  • Solana – Practical Primer

    I’ve been spending the last few months getting deeper in the Solana ecosystem because of the explosion of new projects, attractive yields and step function better crypto experience enabled by faster speeds (65,000 transactions per second) and lower cost (fraction of a penny). The goal of this post is to give new users a starting […]

  • Angel Investing Areas

    I’ve been an angel investor for over 10 years. I try to invest in areas where I have have some sort of asymmetric advantage; usually in specific areas where I have knowledge and experience or people who I know well. Here are some areas that I’m super excited about and actively investing. Crypto / Web3 […]

  • Welcome Note to Founders

    As a small Angel Investor I aim to be a “friend to the founders” and an loyal supporter of the company throughout it’s growth. Here is the note that I typically send to founders after making an investment in their company to share how I like to collaborate. I’ve gotten some good feedback on it, […]

  • Reflections on Angel Investing

    This month marks my 10th year of angel investing so I synthesized a few learnings as a complement to the more tactical “Angel Investing Learnings” post from last year. This post is broken up into three parts; dissecting the why behind angel investing, understanding your asymmetric advantage and how to apply this advantage in the […]

  • A Purposeful Career

    I’m starting to find more purpose in my career, and invest more time, energy and capital into activities that further this purpose (my 2021 goals here). There was a period in my life where I thought I only wanted to work on problems in emerging markets (particularly Africa) and although I still care deeply about […]

  • Crypto Investment Strategy

    Bitcoin has increased by 300% in the last three months from $10k (Oct 3) to $33k per $BTC (Jan 3). Ethereum has also increased by 270% in the same period from $350 (Oct 3) to $950 (Jan 3) per $ETH. I started buying Cryptocurrency in early 2013 ($BTC mainly) mainly because I thought it was […]

  • Creating Liquidity in Private Markets

    Two of the most significant issues with private market investing are their inherent illiquidity and the unpredictable nature of exits. It means that you need to ‘invest and forget’ when investing in private markets, and is particularly true for angel investing. This problem also applies to equity based compensation for employees at startups, where employees […]

  • Democratizing VC Investing in Africa

    Most people don’t have access to investment opportunities in either emerging markets or private markets. Access to early-stage investing (venture capital), in particular, requires prohibitively high minimum amounts of capital, and emerging markets investing requires specific knowledge and access. While it would be rational (both for diversification and long term gain) for many investors to […]

  • Evolution of Megacities

    I live in New York City, and have been thinking about how I think large, densely populated cities (in developed markets) will evolve after Covid-19. I don’t think the soul of the city will change, and reading Here is New York (by E.B. White) from the 1940’s affirms this, but I do think the city […]

  • Angel Investing Learnings

    In this post I’ll share some advice and learnings from my experience angel investing for about 10 years to help others get started or improve their own process. In general, I’d advise investing in companies where you have some asymmetric advantage – either because you know the founder(s) well or because you know the space […]

  • Seeking Leverage

    Leverage allows us to amplify the impact of our creations and decisions. If we apply leverage to these things we can create more value for the amount of time invested. Leverage is not easy to attain, and the different forms of leverage either don’t scale easily or require specialist skills and the ability to distribute […]