TitanEyes on the horizon, not the windshieldOn focus, fundamentals, and Titan’s approach to the market3 min read·Jul 2, 2021----
TitanHow to predict the future“Show me the incentives and I will show you the outcome.” — Charlie Munger2 min read·Jun 18, 2021----
TitanHow to keep a cool head, when events get hotProbabilistic reasoning helps investors make sound decisions on limited information3 min read·Jun 18, 2021----
TitanAnnouncing 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…3 min read·Oct 31, 2018----
TitanTransDigm: Private Equity in the Public MarketsThe mission-critical aerospace supplier you've never heard of9 min read·May 23, 2018----
TitanTakeaways 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…8 min read·May 7, 2018----
TitanMental 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.”3 min read·Apr 3, 2018----
TitanEarly 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…5 min read·Mar 22, 2018----
TitanWhy 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…3 min read·Mar 13, 2018----