Wednesday, March 22, 2023

Quit

Everybody knows we're supposed to persevere when things aren't going our way. "If you're going through hell, keep going," says Winston Churchill. That attitude can help when you really need to get something done. But applied in the wrong context, it can cost us a lot too. In Quit, Annie Duke argues that we overvalue things like grit, and as a result don't walk away enough.

Thursday, March 16, 2023

No One Wins Alone

I really enjoyed Mark Messier's book No One Wins Alone. As a fan of the Edmonton Oilers growing up, the book brought back a lot of memories, and provided a view of what it was like on the inside.

Thursday, March 9, 2023

Hammond Power

I recently sold all my shares of Hammon Power (HPS.A). I have no beef with the company: it has done extraordinarily well. It's simply a case of price catching up with value.