Weekly Readings:
I believe that investing comes down to modeling (1) an asset’s cash flows and (2) capital flows in and out of that asset. Many mistaken models generalize from too few detailed examples, resulting in poor abstractions.

Every week, I share a few of the most illuminating sources I’ve found in the public domain on a particular topic. I hope these readings spark new approaches to the products you build and organizations you invest in.

— Luke

Disclaimer: By signing up for this correspondence provided by Lembas Capital LLC (“Lembas”), a Value Investing Fund Management Company, you certify that you are an accredited investor.

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