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Month: May 2022

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Category: Best Of/Entries

The Bitcoin Investment Thesis Is Broken

Posted On May 23, 2022June 11, 2022 By Ian13 Comments

Informed Tip of the Week: Take a look at our recent series of posts covering Informed’s premise and our business model. We will be adding additional content over the next few weeks. At the beginning of the year, I wrote about most of the obvious bubbles out there and how Continue Reading

Category: Entries

The Informed Annual Letter: A Look Back and a Look Ahead

Posted On May 11, 2022May 12, 2022 By Ian

While we don’t have any external shareholders, I think it is good practice to write an annual letter. Since we are just past the one year anniversary of last year’s launch announcement, I thought it would be a good opportunity to review the year and talk about our plans going Continue Reading

Category: Entries

The Secular Decline of Auto Insurance

Posted On May 9, 2022May 9, 2022 By Ian

I find often people get so caught up in everything going on around them that it’s hard to step back and notice the big picture. The most obvious call to me to be made in the insurance sector is that auto insurance is entering a long term decline. In fact, Continue Reading

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