My essays and podcast episodes discussing investing, family wealth, stock picking, and more. I READ ALL MY EMAILS. NEVER INVESTMENT ADVICE. For full disclosure, please refer to Blue Infinitas Capital, LLC website.
Flyover Stocks is an investing newsletter that focuses on finding quality businesses with economic moats, led by talented stewards of shareholder capital. We will also discuss investing philosophy, strategy, portfolio management, and behavior.
Financials Unshackled is an Independent Banking Insights product from SeaPoint Insights on critical developments and themes in the Banking & Specialty Finance (Financials) domain
Roaming in Bayesland explores how we learn, update our beliefs, and navigate uncertainty — in markets and in life — through the lens of Bayesian thinking.