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How to Find Conviction
Harness the most powerful force in investing
 • 
Doug Clinton
April 2023
The Nifty Six and the Not Everything Bubble
Thoughts on the next asset bubble
 • 
Doug Clinton
Everything I Know About Venture in 500 Words
If I had more time, I would have written a shorter letter
 • 
Doug Clinton
March 2023
The Case for $1m BTC
The setup that could spark the million-dollar move
 • 
Doug Clinton
3
The Cone of Expectations
Setting Odds on the Divergent Paths of Fundamental Performance
 • 
Doug Clinton
September 2022
The Aligned Identity
Spending more to express inequality
 • 
Doug Clinton
3
The Quality Time Billionaire
Defying Age with Steroids, Iron, and Real Meat
 • 
Doug Clinton
August 2022
Concentration as a Destination
And the Painfully Stupid Resistance to Nuclear
 • 
Doug Clinton
3
The Pyramid of the Flexible Mind
Seeking Truth Amidst Extremity
 • 
Doug Clinton
2
July 2022
Dead Unicorns: The Good, the Bad, and the Ugly
Plus: Calming down in the anger phase
 • 
Doug Clinton
1
The Virtue of Patience
And the Shift from Seller's Market to Buyer's
 • 
Doug Clinton
2
Klarna: Voting in the Opposite Manner
AKA Voting in the Responsible Manner
 • 
Doug Clinton
2
© 2023 Doug Clinton
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