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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 #5: Adverse Selection
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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 #4: The Perfect Investment
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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 #3: Delusions of Grandeur
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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 #2: Selection and Treatment Effects
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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

A photo of Mr.Beast showing off his new burgerchain
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Game Design - Player Liquidity

Exploring the Importance of Player Liquidity in Game Design: How Active Players Impact Fun and Success