Back of the Napkin #5: Adverse Selection
Back of the Napkin is an ongoing series by Brian Shih and Sebastian Park featuring a line-by-line deep dive of this interview with Jeremy Giffon on the Invest Like The Best podcast. You can find all previous posts in the series here. Follow along here on Brian's Substack, or Seb’
Back of the Napkin #4: The Perfect Investment
Back of the Napkin is an ongoing series by Brian Shih and Sebastian Park featuring a line-by-line deep dive of this interview with Jeremy Giffon on the Invest Like The Best podcast. You can find all previous posts in the series here. Follow along here on Brian's Substack, or Seb’
Back of the Napkin #3: Delusions of Grandeur
Back of the Napkin is an ongoing series by Brian Shih and Sebastian Park featuring a line-by-line deep dive of this interview with Jeremy Giffon on the Invest Like The Best podcast. You can find all previous posts in the series here. Follow along here on Brian's Substack, or Seb’
Back of the Napkin #2: Selection and Treatment Effects
This is part of an ongoing series by Brian Shih and Sebastian Park where we are exhaustively going through this interview with Jeremy Giffon on the Invest Like The Best podcast piece by piece and writing our thoughts along the way. Fair warning: This piece includes a bit of inside
Back of the Napkin #1 - "The Perfect Business"
My good friend Brian Shih recently listened to this interview with Jeremy Giffon on the Invest Like The Best podcast, and thought it was in the top three best podcast episodes he'd ever heard. [1] The episode is titled “Special Situations in Private Markets”, but don’t be misled – the
Game Design - Player Liquidity
Exploring the Importance of Player Liquidity in Game Design: How Active Players Impact Fun and Success