The Launch of Infuse
I have some exciting news! On August 1st, we are launching Infuse Partners LP. CORE VALUES The name “Infuse” is an acronym for the core...
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Ryan Reeves
- Nov 23, 2021
- 4 min
Optimal Research
Is it possible that doing too much research can hurt our investment performance? Allow me to explain. The great thing about investing in...
Ryan Reeves
- Oct 10, 2021
- 7 min
Investing Morality
I’ve talked about this a little bit before but wanted to elaborate/ramble with some more thoughts – how does morality fit into investing?...
Ryan Reeves
- Sep 15, 2021
- 7 min
Needing New Tools
In life and investing, oftentimes it’s not enough to just tell someone that they should change their behavior. Without a new frame of...
Ryan Reeves
- Jul 1, 2021
- 3 min
What Really Matters
Investing is a game of information processing. The investors who are able to see reality before others are the ones who will be rewarded....
Ryan Reeves
- Mar 14, 2021
- 3 min
High-Growth Investing
I often get the question, “do you only invest in tech?” The answer is a big, fat no. I try to invest in the companies where the...
Ryan Reeves
- Feb 2, 2021
- 3 min
Musings on Valuation
I've talked about valuation more in the last couple months than the past three years combined. And I think that's a good thing. Our...
Ryan Reeves
- Dec 20, 2020
- 4 min
On Conviction and Turnover
Warning: this post is going to be more philosophical than practical It seems like conventional wisdom that buy and hold investing is best...
Ryan Reeves
- Oct 29, 2020
- 14 min
On Selling
Something I’ve been thinking about a lot is the idea of selling stocks. When I was at the Motley Fool, they were just finishing up a...
Ryan Reeves
- Aug 12, 2020
- 6 min
Negative Space and Innovation
Lately, I've been thinking a lot about innovation because it's at the core of our investment philosophy. There are a lot of stocks out...
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