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Ryan Reeves
Jul 20, 20224 min read
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...
Ryan Reeves
Nov 23, 20214 min read
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, 20217 min read
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, 20217 min read
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, 20213 min read
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, 20213 min read
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, 20213 min read
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, 20204 min read
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, 202014 min read
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, 20206 min read
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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