Skip to main content

Investing

What would change if you learned to invest before you learned to spend?

We make investment decisions from a young age — where to put attention, who to trust, what to learn, when to act. But unless lucky or rarely motivated, nobody teaches the fundamentals of investing as sound decision making. Schools teach spending (consume this curriculum) not investing (compound this capability).

Investing is judgment applied across time. Every decision to invest time, energy, reputation, or money is a prediction about the future.

The Investment Stack

Not just money. Everything compounds or depletes.

InvestmentWhat You're BettingCompounds Into
AttentionWhere you lookPattern recognition
TimeWhat you practiceCapability
RelationshipsWho you trustSocial capital
ReputationWhat you deliverGoodwill
MoneyWhat you believeFinancial capital

Most education teaches the bottom of the stack. The top is where agency lives.

The Skill

Investing RequiresWhat It MeansMaps To
ThesisWhat do you believe about the future?Conviction
Risk assessmentWhat can go wrong?Critical thinking
Position sizingHow much to commit?Focus
Time horizonHow long to wait?Patience
Exit criteriaWhen to walk away?Judgment

Go Deeper

Context

  • Capital — What you have and how to convert it
  • Crypto — Permissionless access to capital markets
  • Predictions — Score your conviction
  • Capabilities — The broader capability map
  • Character — Patience and discipline under pressure