Kyle Harrison
concept

Investing 101 2.0

Investing 101 2.0

One-line definition: Kyle’s investing publication and framework — a first-principles project to learn the fundamentals of investing (101) while tracking the ways the practice is being reinvented (2.0), thought through in public.

How sources describe it

  • Its own stated mission: “Investing 101 2.0 is my occasional home for reflecting on all things investing. The overall theme here is one of first-principles: Learning the fundamentals of investing (101) while looking for the ways it’s being reinvented (2.0).” Networked Conviction — Roam + Investing
  • A method built on a tool: Kyle uses Roam Research to “collect ideas, question them, find companies around those ideas, and ask the same sets of questions. And then I share what I learn” — with a public Investing 101 2.0 Sandbox of templates. Networked Conviction — Roam + Investing
  • A beginner’s-mind premise: “reinventing the practice in the process of learning it,” with investing defined as “the art and science of allocating finite resources to create an optimal outcome.” The Art and Science of Investing
  • The “2.0” agenda is concrete — exploring reinvention “through data in investing, bifurcation of investment firms, solo capitalists, equity crowdfunding, diversity & inclusion, democratized secondary transactions, or triple-bottom-line investing.” Networked Conviction — Roam + Investing
  • Sits on a learning-in-public thesis — “what other types of work can you open source?” reframes investment research as something to share rather than hoard. Remote — Office Not Required
  • Book pages from across the library are tagged into it as case studies — Amazon’s operating philosophy, the VC power law, public maintenance of ideas. The Everything Store, The Power Law — Venture Capital & the Making of the New Future, Working in Public

Where it shows up

  • Open Source Knowledge — the broader practice this publication instantiates.
  • Networked Conviction, Roam Research — the method and the tool behind it.
  • Portfolio Ideas — the output: companies surfaced by the process.
  • Republic of Letters — the thinking-in-public lineage.
  • Data in Investing — a named axis of the “2.0” reinvention agenda.
  • Playbooks — the reading-log “Quick Capture” thread (the Forbes buyout-formula piece) tags into this page.

Quick Capture links — June 29th, 2021

Reading-list links from Kyle’s June 29th, 2021 Roam daily-note “Quick Capture” log.

Related: Playbooks

Saved references

  • @kwharrison13 #NTS Check on… (tweet) — a reply to Kyle pointing at the Investing 101 2.0 shared doc. Saved April 17th, 2020.

From Roam

  • The Philosophy
  • The Thinkers
    • Brent Beshore at Permanent Equity
    • Moses Kagan at Adaptive Realty
    • Tim Ludwig at Ohana Capital
    • Dan Rasmussen at Verdad
    • Patrick O’Shaughnessy at O’Shaughnessy Asset Management
    • Zach Edwards at Clearstone Associates
    • Trish Higgins at Chenmark Capital Management
  • The Pieces
  • Word Cloud
    • Educational
    • Self-sustaining
    • High-impact
    • Results-oriented
    • Diverse
    • Growing
    • Highly-engaged
    • Multi-disciplinary
  • Goals
    • Investing 101 2.0 Wiki
      • Content creation process that doesn’t exclusively depend on me
      • Completed shell of content that could be added to; no pages under construction
    • Community
      • Marketing, onboarding, training, and deal process don’t require any hands-on involvement from me
      • Have FIVE investors across TWO types of investing that we’re actively working on deals for (venture and real estate?)

Captured from Roam

  • To Do
  • People to Invite
  • Collaborators / Partners
    • David McDonough at Commonstock

Referenced in