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Self-Taught MBA
I write about interesting business concepts, strategy, investing, and macroeconomics.
Investor Letters
How Does a Platform Work?
Understanding platform businesses using Shopify and LVMH as case studies.
Typically, This Stuff Is the Domain of Countries, Not Companies.
The bull case for investing in SpaceX
Maybe the Best A.I Investment Strategy is to Buy Sabre
How a little known company may be the greatest source of value in A.I
The Impact of AI on Africa
A working thesis focusing on venture capital and the startup ecosystem in Africa.
"Arming The Rebels"
The Cure to South Africa’s Energy Woes Is Staring Us in the Face
The Importance of Impact Venture Capital in Africa
We'll All Win with A.I.
This wave of innovation won't be like the previous waves of tech innovation.
Is It Still Day 1?
The importance of corporate innovation for guaranteed high performance.
The Mars Portfolio
What I think are great companies doing work scalable beyond Earth, and how I would deliver a brief investment memo for these companies. (Not an existing portfolio)
Free The South African Private Energy Market
A partnership between South Africa and innovative private market companies such as Powerledger can save the South African economy
Why Bitcoin Can’t Replace Fiat
The persistent human condition that necessitates fiat
Have You Tried Crypto Crowdfunding?
How individuals can leverage crypto based functions to raise money
No, Fiat Has No "Real" Backing
A different take on currencies in general
Self-Taught MBA
selftaughtmba.substack.com