Skip to content
Menu
Averaging Up
  • Home
  • About
  • Mental Models
  • The Infinite Investor
    • Preface & Table of Contents
    • Chapter I: The Lie of the Average
    • Chapter II: Ergodicity and Behavior
    • Chapter III: The Foundation
    • Chapter IV: The Four Buckets
    • Chapter V: The Lenses
    • Chapter VI: The Selection Process
    • Chapter VII: The Exceptions
    • Conclusion: From Finite to Infinite
Averaging Up

Month: January 2026

The 50/50 Rule: Recycling Asymmetry in Speculative Positions

Posted on January 10, 2026

Context: Why Speculative Positions on a Growth Investing Site? This site focuses on growth investing — the careful selection of high-quality compounders that can generate wealth over decades. The core of the approach is finding businesses with durable competitive advantages, high returns on capital, and long runways for reinvestment. But even a disciplined growth investor…

©2026 Averaging Up | Powered by SuperbThemes