Good morning…

I had a too brief stay in the Grand Caymans the last couple days.  I was invited by the CFA Society to speak about investing and our firm Social Leverage.

The last time I came to the islands in nearby Bahamas, I caught Covid and was detained in my room for 8 days.

No such bad luck on this trip.

The Kimpton Hotel is wonderful, the beach is incredible and the vibe fantastic. Here is a picture of the beach at 7 am:

The CFA Society treated me like royalty (thanks Adam Butler and Amy Hubble in particular) and the turnout from the investment professional community was incredible (400 people).

I decided last minute to tell investing stories about life as a seed investor the last 20 years.

After the stories I shared the a list of things that we focus on at Social Leverage as seed investors and the trends that get me excited every day. They are copied below:

I will probably cover some of the list above in more detail, in the weeks ahead.

I am looking forward to coming back to the island to see some new friends I made and enjoy the beach.

Have a great Friday!