INVESTMENT NOTES
#capital-allocation
Source-grounded investment research notes about capital-allocation, separating original claims from Jamie's judgment.
Research noteBuffett, Druckenmiller, and Bridgewater require three different readings of a 13FReading concentrated compounding, tactical rotation, and systematic diversification in the second-quarter 2026 filingsOperating notesEfficiency compounds when the feedback loop is owned end to endA temporary note on separating a single optimization from a durable operating system