Archive - Portico

Portico: a strong start, with a long road ahead

22 months, 69% return, and still holding cash

Oct 1 • D. Contreras

September 2026

Writing Is Thinking Twice

Notes on "Writing That Works" by Kenneth Roman and Joel Raphaelson

Sep 15 • D. Contreras

The Same Decision, Made Over and Over Again

For Nick and Zak

Sep 10 • D. Contreras

On Competitive Advantages in Investing and Their Sources

“What is my competitive advantage?” You should ask yourself that question before making any investment decision.

Sep 9 • D. Contreras

August 2026

A space for deliberate thinking in a noisy market

Aug 28 • D. Contreras

On incentives, benchmarks, and playing the right game

Aug 27 • D. Contreras

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