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May 18, 2021 by Luke
Article

More stock therapy

On this week’s Pod Albert and I had a bit of a therapy session, sharing the woes of all growth investors, reflecting on some of the actions we’ve taken over the last few months to prepare ourselves for this eventuality, and also steeling ourselves for the volatility that is doubtless going to persist for many months (years?) yet.

blue tape measuring on clear glass square weighing scale
July 14, 2020 by Luke
Article

How to size a position

Luke shares his current portfolio, and talks about his personal approach to dollar cost averaging.

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