Listen to the deep-dive discussion – The Freesurfer Stocks That Grow for Free (32:41 min) “The big money is not in the buying and the selling, but in the waiting.” — Charlie Munger I. The Architecture The Infinite Investor framework organizes capital into four functional buckets. Cash (10–25%) is the perpetual option on the…
Category: Capital Allocation
The Attention Cost – Why Your Smallest Positions Are Your Most Expensive
By Jocelyn Dubé Listen to the deep-dive discussion – The Attention Cost of Bookmark Stocks (16:18 min) “The difference between successful people and very successful people is that very successful people say no to almost everything.” — Warren Buffett I. The Universal Principle Every decision has two costs. The first is visible: money, time,…
Cash as the Infinite Option
Listen to the deep-dive discussion – Cash is the Infinite Option (18:41 min) Cash as the Infinite Option The investment industry has a phrase for uninvested capital: “cash on the sidelines.” The metaphor reveals how the industry views cash—as a spectator, waiting to get in the game. During the era of near-zero interest rates,…