Archive - Portico

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

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts