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Thanks for viewing! Rather Rational Investing is a journal of an obsessively curious investor and portfolio manager (who shall be nameless for now). Posts—at least two per month—are primarily of deep-dives into business models and stock ideas. Other submissions will cover relevant themes, Big Picture factors, mental models, and whatever else deserves deep consideration.

The audience for this site is just me. Writing helps me distill thoughts and increase the chances of finding intellectual flaws and, I hope, not screw up and lose money and face. While I write for me, a real audience is appreciated; your comments and feedback are helpful. I invest no ego into theses or assumptions, so help me kill bad analyses and find truth.

I treat each post as a case study, not as something suggestive or promotional. I will disclose whether I or clients of mine have any interest in what’s described in a post. I will be open and honest about any conflicts of interest, even if such a conflict is not an actual one but could reasonably appear to be a conflict.

My anonymity in no way reduces my duty or desire to adhere to relevant laws, regulations, and ethics. Doing the right thing is a non-negotiable issue.

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Thinking clearly in investments and life. Just trying to not screw it all up.

People

In search of rational thinking for health, wealth, and relationships. Inverting problems to solve them. Discovering what others have already figured out.