Inside the Mind of Mojo
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Everyone Has a Process
Some people think they don't have an investment process.
Jul 10
•
Mojo
141
What Would You Pay For This "Stock"?
(Given Perfect Foreknowledge)
Sep 19
•
Mojo
25
7
AMA 2
September 2025
Sep 12
•
Mojo
13
Let's Break A Deal
Multiflation and Mergers: Hidden Opportunities In Dislocations
Sep 9
•
Mojo
3
QE Brain and Kick Save Capitalism
The Assimilation Loop
Sep 2
•
Mojo
11
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Discussions
A Trade Structure With An Informational Edge
A Lesson in the Dark Arts
Aug 19
•
Mojo
39
The Quiet Return: When Greatness Serves Something Bigger
Most of you read "Inside The Mind of Mojo" for investment insights, lessons from failure and success, or stories about mentors who shaped my path.
Aug 18
•
Mojo
14
Shorting Is Hard...And It's Supposed To Be
Thanks for reading Inside the Mind of Mojo!
Aug 12
•
Mojo
20
FinTwit AMA: Investment Process, Career Advice, and Random NBA Takes
Recently did an impromptu AMA on Twitter and got some great questions.
Aug 7
•
Mojo
12
The Factory That Makes Investment Processes Repeatable
At 2:47 AM on a Tuesday in early March 2009, I was hunched over merger documents in an empty office, trying to figure out whether Dow Chemical could…
Aug 6
•
Mojo
30
A Living Compilation...
...a Twitter (X) Thread (will be occasionally updated)
Aug 1
•
Mojo
12
The Bitcoin Walks
Twenty Thousand Steps to Clarity
Jul 30
•
Mojo
18
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