October 2019

The Rabbit Hole
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My monthly newsletter covers the books I’ve read over the course of the month, any essays I wrote or challenges I undertook, and some other interesting articles, interviews, etc.   


Full list of books read in 201920182017201620152014

Any book, which is at all important, should be immediately re-read


  • None

Teacher’s Reference Guides

  • On Howard Marks’ Memos – I spent a couple of months reading Howard Marks’ memos and have made a distilled “teacher’s reference guide” which (hopefully) describes his investing philosophy in a clear, effective, and concise manner. His focus on simple and truly important ideas throughout these nearly 30 years of investing was inspiring to read about.

Monthly Challenges

  • Daily energy check-in with wifey – a simple, 10-second check-in where we ask each other how each other’s energy levels are from 1-10 (and can’t say 7). This has made a world of difference already – we know what we can expect out of the other and if one of us is low, the other knows they need to step up. It has helped set expectations and open the lines of communication. I wish we had known and implemented this from day one.


Amor Fati Amor.


“Every man hears only what he understands.” – Johann Wolfgang von Goethe

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