Insecurity Analysis

Frederik Gieschen

Studying creators and compounders. Learn about the business of investing and life.

Created 22 Jul 2020

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🎙Investors of Fintwit: Evan Tindell of Bireme Capital
07 Apr 2022 • 9 0
Hello everyone, I’m happy to share my conversation with Evan Tindell of Bireme Capital. I’ve enjoyed Evan’s thoughtful letters over the past couple of years and it was time to talk about this approach...
Fintwit's Tipping Point?
06 Apr 2022 • 17 0
Elon Musk joined the board of Twitter after acquiring a 9% stake (and re-filing his passive 13G as an active 13D), voicing concern over free speech, and polling users about an edit button (prompting T...
What I Learned From Studying Michael Price
03 Apr 2022 • 10 2
The 1980s were a gold rush for Michael Price. He had discovered an investor’s El Dorado: a highly profitable niche with little competition that perfectly suited his personality. As recounted in the bo...
Subscriber Poll: Sebastian Mallaby, Ask Me Anything, Content & Frequency, Audio
02 Apr 2022 • 4 0
Hello everyone, First of all, thank you for supporting my work! I’m working on revamping everything and would love to get your input.😎 Now is the time for you to ask questions (if you have any) and o...
Stanley Druckenmiller, Part 2: It's Good To Be Interesting
29 Mar 2022 • 12 0
Hello everyone, Welcome to the second part of my series on Stanley Druckenmiller (part 1). In this brief piece I’m going to cover the early 80s when Druckenmiller set up his own firm and struggled to ...
🎙Conversation with Jimmy Soni about his book The Founders and the story of Paypal
25 Mar 2022 • 9 1
Happy Friday everyone! I’m very excited to share with you my conversation with Jimmy Soni. We discussed the many lessons from his new book The Founders about the origins of Paypal. I had an absolute b...
Weekly Workshop: Insomnia, ValueHive Podcast, Michael Price, Michael Mauboussin, Pierre Andurand
23 Mar 2022 • 13 11
Hello everyone, Last week, I was a guest on Brandon Beylo’s Value Hive podcast. I had a blast talking with Brandon about the importance of nuance and the dangers of storytelling in investing, convicti...
Stanley Druckenmiller, Part 1: The Young Gun Finds His Game
17 Mar 2022 • 58 20
Hi everyone, I’ve decided to break up my longer profiles and experiment with shorter, serialized posts. This should allow me to publish more frequently, more consistently, and with more variety. Today...
Q&A with Massif Capital: A Reshuffling in Real Assets
15 Mar 2022 • 9 0
Hello everyone, Today I’m happy to share a conversation and written Q&A with Will Thomson and Chip Russell of Massif Capital, a long-short fund in real assets, and particularly the “sectors most impor...
Weekly Workshop: Longevity and the Search for Equilibrium
14 Mar 2022 • 28 0
Hello everyone, What defines a great investor? If you ask Morgan Housel, it’s longevity or “the best returns you could earn for the longest period of time, which usually aren’t the highest returns tha...
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