The Coffee Can Mindset

Plus a Bitcoin Update

Coffee Can I: A Recap (Part 2)

Baozun, Etsy, MongoDB, Trade Desk

Coffee Can I: Teladoc & Eventbrite

A Brief Update

The Coffee Can Portfolio

An Active Passive Approach

Buying Bitcoin (Part 2)

A Bet on the Power Law

The Cost of Hedging With PUTs

Thoughts On Hedging (Part 2)

Fun With Options: Have Your Cake And Eat It Too!

Let's Have A Stock Picking Contest!

Thoughts on Hedging (Part 1)

Mavericks: Beating The Market by 40%!

Is Disney Safe?

Upgrading Your Portfolio