These memos are largely a collection of thoughts put together for myself based on whatever topic or idea was on my mind at the time. In sharing them I hope to accomplish a few objectives.
1. Better organization of my thoughts: Knowing they will be shared "to the world" will cause me to think more deeply about them, and help ensure they are put together in a clear way. I have no publishing schedule so ideas are only shared once I think they are ready and after much thought.
2. Constructive Feedback / Error discovery: By sharing my thoughts with others I hope to discover where I might have gone wrong, and where I might improve. I've been wrong before, and I'll be wrong again. If you spot something you think is wrong, or disagree with my conclusions, I'd love to hear from you.
3. A record of my thoughts: By "publishing" my work I can track what was on my mind at certain times, and potentially gain insight into my own thought process, with the aim to discover patterns and to fill in blind spots.
4. Attracting like-minded partners: While nothing on this site should be considered investment advice or an offer to buy or sell securities, I do hope to allow current or prospective clients insight into my thought process.