Titan·Jul 2, 2021Eyes on the horizon, not the windshieldOn focus, fundamentals, and Titan’s approach to the market
Titan·Jun 18, 2021How to predict the future“Show me the incentives and I will show you the outcome.” — Charlie Munger
Titan·Jun 18, 2021How to keep a cool head, when events get hotProbabilistic reasoning helps investors make sound decisions on limited information
Titan·Oct 31, 2018Announcing our $2.5M Seed Round to build “Option #3”Today, we’re announcing a Seed round of $2.5M for Titan, backed by Y Combinator, BoxGroup, Liquid2 Ventures, Maverick Ventures, and other…
Titan·May 23, 2018TransDigm: Private Equity in the Public MarketsThe mission-critical aerospace supplier you've never heard of
Titan·May 7, 2018Takeaways from the 2018 Berkshire Hathaway Shareholders MeetingThis past weekend marked yet another Berkshire Hathaway Shareholders Meeting. It’s the annual weekend retreat where thousands of investors…
Titan·Apr 3, 2018Mental Models: The Important Things No One Teaches You“Developing the habit of mastering the multiple models which underlie reality is the best thing you can do.”
Titan·Mar 22, 2018Early Lessons from the Trenches at Titan“I knew that when I was 80 I was not going to regret having tried this…I knew that if I failed I wouldn’t regret that, but I knew the one…
Titan·Mar 13, 2018Why We Focus on ROIC in InvestingAs a long-term shareholder of a business, your ultimate investment returns will be determined by the quality of that business over time…
