Deliberate Capital By Corbin & Grayden | Substack

The Infallibility of Human Greed

What the 1600s Amsterdam Stock Exchange Teaches Us About Human Behavior

Nov 30, 2021 •

and

The Adaptive "Eye of the Tiger"

What Tiger Woods can teach investors about adaptation through self inspection, refinement, and consistent execution

Jun 8, 2021 •

and

Search. Observe. Protect. | Our Investment in Elastic NV (NYSE:ESTC)

Unpacking the opportunity that exists with a compelling and undervalued business that is supporting the data revolution

Apr 19, 2021 •

and

The Markets and the Quest for the Yellow Jersey

What the Tour de France and elite cyclists can teach us about investing

Mar 9, 2021 •

and

Sea Ltd (NYSE:SE) – Q4 2020 Earnings Update – Sea is Building an Internet Powerhouse

Forrest Li is building an outstanding business and we remain increasingly bullish on Sea's long-term prospects

Mar 3, 2021 •

and

Counter Positioning – The Often Underrated Business Power Law

How to defeat an incumbent who appears unassailable by conventional metrics of competitive strength and what boxing teaches us about the power law

Feb 1, 2021 •

and

Why We Prefer Founder-led Companies

Relentless work ethic, natural drive, and Skin in the game often lead to better outcomes that are hard to replicate in non-founder led companies

Jan 11, 2021 •

and

Never Look at Valuation in Isolation (Part II of II)

Investors can become overly reliant on valuation metrics, which can silently kill portfolio returns if analyzed in isolation

Dec 14, 2020 •

and

Deliberate Capital By Corbin & Grayden

Deliberate Capital By Corbin & Grayden

Written to help us improve our own decision-making by studying history, sports, and the successful investors who have come before | If you aren't writing clearly, you're not thinking clearly

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