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Portfolio Management for Founders
Being a founder means understanding what it means to be wealthy
19 hrs ago
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Keenan
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Portfolio Management for Founders
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Words to Start the Week (June 9, 2025)
Nuggets from past notes
Jun 9
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Keenan
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Words to Start the Week (June 9, 2025)
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Why Buybacks Win
An option for liquidity for high performing companies
Jun 4
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Keenan
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Why Buybacks Win
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May 2025
Incomplete Ideas
Using margin of safety to refine your ideas
May 23
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Keenan
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Incomplete Ideas
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Lines from the 2025 Berkshire Hathaway Annual Shareholder Meeting
Wise words from the Oracle
May 6
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Keenan
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Lines from the 2025 Berkshire Hathaway Annual Shareholder Meeting
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April 2025
The Hour Between Dog and Wolf
That in-between stage
Apr 22
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Keenan
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The Hour Between Dog and Wolf
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Commitments
Separating the pros from amateurs and what founders should be aware of
Apr 6
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Keenan
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Commitments
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March 2025
A Fasted State
Setting the stage for real long-term compounding
Mar 23
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Keenan
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A Fasted State
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Why Angel Investing Is Not for Everyone
Understanding the game of losses
Mar 1
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Keenan
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Why Angel Investing Is Not for Everyone
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February 2025
Flow State
Autonomy being the path to fulfillment
Feb 24
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Keenan
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Flow State
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Hair on Fire
Using incremental change to solve real problems in emerging markets
Feb 4
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Keenan
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Hair on Fire
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January 2025
Setting the Vision
Why purpose should drive profit and not the other way around.
Jan 25
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Keenan
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Setting the Vision
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