entrepreneur and investor

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August 1, 2022

Today, a friend of mine passed away. I think people use the term “mentor” too loosely, but Leon did indeed play this role in my life. I think it’s because his remarkable character was impossible to ignore.

He was a childhood friend of my father’s and I met him as a Parisian kid visiting Vancouver every summer. This is now 20+ years ago…

I would always look forward to visiting him in his beautiful apartment overlooking Coal Harbor to learn about investing… and life from him. Leon believed in first of all understanding the fundamentals of the market (was it bear or bull mainly, aka were you swimming with or against the tide), and then using technical analysis to choose which stocks to invest in. He developed his own system that brought him great success, but I won’t bore you with the details right now.

Though I did use whatever I understood of Leon’s system to invest...

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Petit Prince

And now here is my secret, a very simple secret: It is only with the heart that one can see rightly; what is essential is invisible to the eye.

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A definitive guide to a life well-lived

As I sat in a cab on Saturday evening being zoomed through some blurry part of Chelsea in the recklessly competent style of the New York cab driver, my friend texted me and asked how I would define a life well-lived. I assumed correctly that she was drunk.

This question brought back memories of a class I took in my senior year at Penn called “Literature of Success,” a popular one among almost-real people getting angstily ready to begin noble consulting and finance professions - both the culmination and beginning point of their lives so far. The class offered a rich reading syllabus with works from Benjamin Franklin (of course), Viktor Frankl, and others which I presently forget, and the goal was to ingest these people’s stories and eventually come to our own answer and plan to achieving success in the real world. And naturally to be graded on the quality of that plan.

I texted her back...

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