by Navin Thukkaram | Apr 13, 2025 | Newsletter
For an investor, there’s nothing worse than being “dumb money.” Smart investors sell down positions when their thesis is proven wrong. But do we ‘sell down’ investments in our personal lives? No, because that’s when even the best...
by Navin Thukkaram | Feb 28, 2025 | Newsletter
Your legacy transcends your lineage. Abraham Lincoln’s son, Robert, attended Harvard and became a successful lawyer, yet he remains a minor footnote in Lincoln’s biography. Why? Because Lincoln’s legacy wasn’t his lineage – it was saving...
by Navin Thukkaram | Feb 20, 2025 | Newsletter
Picture this: a former private equity partner on a cross-country flight reading a book called “Real Love.” A cringeworthy title, indeed. But Sharon Salzberg has real wisdom: “Feeling incomplete inside ourselves, we search for others to complete us....
by Navin Thukkaram | Feb 20, 2025 | Newsletter
Picture this: a former private equity partner on a cross-country flight reading a book called “Real Love.” A cringeworthy title, indeed. But Sharon Salzberg has real wisdom: “Feeling incomplete inside ourselves, we search for others to complete us....
by Navin Thukkaram | Feb 5, 2025 | Newsletter
Your Prime is Ending – Will You Fight Back? In 1998 at Lazard, I was a solid analyst but not a financial wizard. Some guys were absolute ninjas. Their models sang and their balance sheets balanced. By comparison, my future seemed limited. I was in my prime...
