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Collaborative Fund Conversations: Jacob Hodes

Inside the private markets: Jacob Hodes on ten-year lockups, the retail push, and what Baltimore teaches you about finding value.

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The Best Charity of the Next 50 Years Might Be a Company

Nan Ransohoff (Head of Public Goods at Stripe) recently published a sharp piece on what she calls the third wave…

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Welcoming Tristan Walker to Collaborative Fund

Tristan Walker is joining Collaborative Fund as a Partner.

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Our Achilles Heel

Why we misunderstand odds and why it matters.

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Welcoming Parker Hayden to Collaborative Fund

What defines Collab Holdings future success isn’t the capital; it’s the stewardship.

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Collab Holdings: A Different Approach to Private Equity for the Best Consumer Brands

A few months ago I was in Northern California, visiting a company we’ve known for years.

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Long-Term Money

Adam Smith, the 18th century economist, wrote that it’s not uncommon to meet a mother in the Scottish highlands “who…

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WHOOP

We are in the early innings of a fundamental shift in how we understand the human body.

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Significance > Success

Everyone wants to be successful.

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The Power of Constraints

Today, NBC Sports owns the rights to many of sports’ “crown jewels,” including the Super Bowl, the NBA, the Premier…

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A Few Things I’m Pretty Sure About

Things I’ve been thinking about lately ….

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The Misfit Tree

People often ask me where I get ideas for this Substack.

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Warren Buffett Was Always a Brand Guy

A few weeks ago, I came across a letter Warren Buffett wrote in 1972 to Chuck Huggins, then president of See’s Candy.

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The Coffee Bank and the Speed of Change

Like millions of others, I’ve been watching and playing with OpenAI’s new video model, Sora—and I keep thinking about how…

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If You Get the Chance

After winning a Golden Globe in 2006, Phillip Seymour Hoffman replied to a question about how he got to this…

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Back to School

The beginning of a new school year is a unique time in every kid’s life.

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My New Book: The Art of Spending Money

My new book, The Art of Spending Money, comes out Oct 7th.

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