top of page




Mental Toughness Day
"It's Mental Toughness Day" - Mr. Libro Deep Lessons from Middle School on Life's Absurd Nature Ryan Floyd April 30, 2025 My sixth-grade...
Apr 304 min read


Robert Caro on Reading
Robert Caro on Reading: It Doesn't Go Out of Style Lessons from Al Smith, Lady Bird Johnson, and Coke Stevenson Ryan Floyd March 10, 2025...
Mar 107 min read


Soups, Stews, and Business
A man cautiously follows his nose. Ryan Floyd Feb 28, 2025 I’m not sure what law this is in business, but I’ll make one up: Follow your...
Feb 283 min read


AI and the Humble Calculator
AI and the Humble Calculator: a Historical Perspective Insights from my two software engineer parents Ryan Floyd Feb 19, 2025 It’s common...
Feb 192 min read


Yale’s Tuition Is Now Lower Than in 1934...
Yale’s Tuition Is Now Lower Than in 1934... ...when Priced in Gold Ryan Floyd Jan 17, 2025 A friend once told me: my interest in gold...
Jan 173 min read


A Man's Journey to Improve Online Image Ends in Seasickness
A Man's Journey to Improve Online Image Ends in Seasickness Identity and AI Ryan Floyd Dec 14, 2024 I received some tough feedback the...
Dec 14, 20243 min read


Snoop Dogg’s Masterclass in Reinvention
“Drop it like it’s Hot.” -Calvin Cordozar Broadus Jr Ryan Floyd Sep 25, 2024 I enjoyed watching the summer Olympics in Paris with Snoop...
Sep 25, 20244 min read


Squash in Lagos, Beers in Lusaka
On Working with Jonathan Auerbach (1942-2012), a Tribute Ryan Floyd Sep 20, 2024 At a mere 23 years old, newly engaged, I spoke to...
Sep 20, 20246 min read


A Journey on the Rajdhani Express
Reflections on a recent trip to Mumbai after many years Ryan Floyd May 24, 2024 I recently traveled to India for the first time since...
May 24, 20249 min read


Whither EBITDA? Or, when words lose their meaning...
...even when those words were made up in the first place Ryan Floyd Feb 15, 2024 “If names be not correct, language is not in accordance...
Feb 15, 20244 min read


How Not to be an Orphan Company
"Don't have a corporate presentation with a black background" and other tips Ryan Floyd Feb 09, 2024 Over the last 20 years seeking to do...
Feb 9, 20245 min read


Herodotus, India, and More
A Tribute Ryan Floyd Dec 20, 2023 Charles Hill took life and ideas seriously and encouraged me to do the same. He taught me in Yale’s...
Dec 20, 20234 min read


Grant, McClellan, Courage, and Caution
Lessons from two American Civil War Generals Ryan Floyd Dec 16, 2022 I recently heard the maxim: “Everyone’s a value investor until...
Dec 16, 20228 min read


Not Everything Will Be a Bank
Ryan Floyd November 23, 2021 Comments on owning faster-growing businesses A company that grows topline for five years by 35% above...
Nov 23, 20213 min read


Note on Digital Lending from Dar Es Salaam and Maputo
Ryan Floyd June 06, 2015 A Letter from Dar Es Salaam, Tanzania I thought I would reach out with some thoughts from my trip through...
Jun 6, 20154 min read


In the Weeds on Probability Distributions and Elite Athletes
Ryan Floyd December 04, 2014 I noticed that accomplished athletes’ performance metrics also exhibit wide variations in their frequency...
Dec 4, 20146 min read


Peru today and yesterday
Ryan Floyd March 8, 2013 I took a trip to Peru in September of 2012 to research one of our holdings and dig a bit more deeply into the...
Mar 8, 20138 min read


Weathermen make better decisions than investors
October 9, 2012 Ryan Floyd I have been thinking a lot about how I can improve as an investor. I read Daniel Kahneman's Thinking Fast and...
Oct 9, 20125 min read


Letter from Lagos, Nigeria
Serge Gainsbourg at 5 am in Lagos and Observations on a Country Growing Rapidly Ryan Floyd Sept 11, 2012 After an overnight flight from...
Sep 11, 201210 min read


Alice in Wonderland from Caracas
June 11, 2012 I decided to take a trip to Venezuela in May of 2012 to see whether potential changes in the political situation could...
Jun 11, 201210 min read
bottom of page
