Networked Conviction 001

Getting Rich Slowly, Public Market Investing, Sourcing 101

This is an entry in Networked Conviction: My Investing Journal; a weekly newsletter for my paying subscribers where I share portfolio updates, Requests For Startups, and investing ideas. To access this newsletter weekly, subscribe here:

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If you’re reading this, then that means you’re one of the 63 inaugural Investing 101 paid subscribers. Or you’re checking out the free teaser at the beginning for free users. In either event… Welcome!

Last week, I introduced the idea of a paid tier not because I’m looking to replace my income from investing. But because I was looking for a second promise. My first promise was when I launched this blog in January 2022: just don’t miss a week. Weekly consistency would build a habit in a way that seeking perfect writing wouldn’t. My second promise?

“I’ll commit to sharing at least a weekly entry in my investing journal, Networked Conviction, if not more (depending on how much context I come across that week). For folks who pay for my Substack, the goal is to offer a deeper, more unfiltered cut of my thinking and research. Knowing that people are paying for it forces me to take it seriously.”

So thank you. For letting me make a promise. Now let’s see if I can keep it as well as I’ve kept my first.

The goal of Networked Conviction is meant to be an avenue for three things: (1) portfolio updates on my active investing, (2) my own Request For Startups as I come across ideas worth exploring, and (3) generating investing ideas, lessons, and frameworks. For this first week, I’ve started with that last one: three investing lessons.