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Starting Atman Capital

I am pleased to announce my next company, Atman Capital. Atman is an egregore of the most successful founders in tech with full alignment from day one.

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If immigrant-founders knew the difference it makes to speak excellent English, they would be working harder at it. You must be fluent if you want to succeed.

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Facebook only wins because of M&A

For the last 24 months, Facebook has been working hard at integrating everything. Gotta love network effects. That is the type of company one should build.

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The War of Art is a beautiful and rapid read. It breaks down what you have to do to find the courage to get things done.

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The wealth generated in the last year has helped many people. Apps like Robinhood, $SQ’s CashApp, SoFi, and WeBull are enabling it.

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For more Hotels & Negronis

As I am back in SF, I have been looking to catch up with friends over dinner. I can’t imagine how painful it must be to own a boutique hotel or a restaurant.

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Traditional Retailers Deserve Death

I love shopping offline and local. That said, traditional retailers that don’t innovate will die pretty fast. Long live $SHOP and $AMZN.

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Several thinkers deeply influenced me as a professional investor and man. One of them is Charlie Munger. Charlie’s Almanack is a must-read for everyone.

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