Hi! I'm David.
Every two weeks, I share my thoughts about investing, career transitions, meaningful work, parenting, living intentionally, and other topics that engage me. I'm in my fifties and still trying to figure stuff out.
Beyond the Cove - Improving Setup, Indispensable Risk, and Beavis!
Welcome. 👋 Every two weeks, I share my writing on investing, career transitions, meaningful work, parenting, living intentionally, and other topics that engage me. In my fifties I'm still just trying to figure stuff out. Was this newsletter forwarded to you? See past articles and subscribe here. Improving Setup It’s been years since I’ve been this excited about the setup for investing in apartments. Besides one acquisition for an institutional investor, Cove hasn't participated in any deals...
6 days ago • 5 min read
Beyond the Cove - Luminous Landmarks, Rising Rents and Costs, and Financial Nihilism
Welcome. 👋 Every two weeks, I share my writing about investing, career transitions, parenting, and other topics that engage me. I'm just trying to figure stuff out. Was this newsletter forwarded to you? See past articles and subscribe here. Luminous Landmarks I chose to move to Maine, and I haven't regretted it since. When you make that decision, you're not allowed to complain about the winter weather. That's part of the deal. But can I gripe about the spring weather? This year, it's been...
20 days ago • 4 min read
Beyond the Cove - Stormy Inspiration, Rents Rise, and Examining Life
Welcome. 👋 Every two weeks, I share my writing about investing, career transitions, parenting, and other topics that engage me. I'm just trying to figure stuff out. Was this newsletter forwarded to you? See past articles and subscribe here. Stormy Inspiration Last Sunday was a great day to read. Not that you should ever need an excuse to read more, but there wasn’t much more we could do. On Saturday night, a massive spring storm battered the Maine Coast. First, some light snow set the mood,...
about 1 month ago • 4 min read
Beyond the Cove - Starry Night, Small Developers, and Starts Fall
Welcome. 👋 Every two weeks, I share my writing about investing, career transitions, parenting, and other topics that engage me. I'm just trying to figure stuff out. Was this newsletter forwarded to you? See past articles and subscribe here. In the last edition, I shared a short survey to gauge reader interest in creating a community. If you completed the survey, thanks! The response was amazing and super helpful. If you didn't get a chance, you still have time. I'll keep this survey link...
about 2 months ago • 4 min read
Beyond the Cove - Visiting Spirit, The Search, and Basket Case
Welcome. 👋 Every two weeks, I share my writing about investing, career transitions, parenting, and other topics that engage me. I'm just trying to figure stuff out. Was this newsletter forwarded to you? See past articles and subscribe here. Visiting Spirit Three times over the past week, I was contacted by an ancient man with an important message. He persisted, clearly trying to get my attention. The first time, I was in Brunswick, Maine, near Bowdoin College, where this man used to work as a...
2 months ago • 5 min read
Beyond the Cove - Investing Stories, Harajuku Moment, and Nikola Jokić
Welcome. 👋 Every two weeks, I share my writing about investing, career transitions, parenting, and other topics that engage me. I'm just trying to figure stuff out. Was this newsletter forwarded to you? See past articles and subscribe here. Investing Stories Earlier in my investing career, I didn't appreciate the power of stories. I thought data and analysis were enough, but I was wrong. There's a lot to say about storytelling in investing, describing opportunities, and understanding an...
3 months ago • 4 min read
Beyond the Cove - Big Trade, America's Housing, and Peter Lynch
Welcome. 👋 Every two weeks, I share my writing about investing, career transitions, parenting, and other topics that engage me. I'm just trying to figure stuff out. Was this newsletter forwarded to you? See past articles and subscribe here. Big Trade Last Thursday, my phone alerted me that a buy order had been executed in my Fidelity account, which was odd for a few reasons. For starters, I was sitting in a meeting and hadn’t placed any trades. In fact, I hadn’t traded anything in a while. At...
3 months ago • 4 min read
Beyond the Cove - Good Friction, Pressfield Podcast, and Path Spark
Welcome. 👋 Every two weeks, I share my writing about investing, career transitions, parenting, and other topics that engage me. I'm just trying to figure stuff out. Was this newsletter forwarded to you? See past articles and subscribe here. Good Friction Saturday morning I spent a few hours writing a different essay. The first version explored the tension between good and bad friction within a fast-moving startup. Then, on Sunday, the essay took a different turn. More on that later, but...
3 months ago • 4 min read
Beyond the Cove - Review Review, Bezos, and CRE+AI
Welcome. 👋 Happy New Year! Many thanks for your interest and support in 2023. I don't take your attention for granted and want to optimize our time together. If you have a moment, please drop me a line to share what you like, ideas for essay topics to explore, or any suggestions to improve this newsletter. Every two weeks, I share my writing about investing, career transitions, parenting, and other topics that engage me. I'm just trying to figure stuff out. Was this newsletter forwarded to...
4 months ago • 6 min read
Beyond the Cove - In or Out, Good Things, and Managing Property
Welcome. 👋 Every two weeks, I share my writing about investing, career transitions, parenting, and other topics that engage me. I'm just trying to figure stuff out. Was this newsletter forwarded to you? See past articles and subscribe here. In or Out Much has been written recently about Nvidia CEO Jensen Huang’s comments reflecting on the difficulty of starting a company. In case you missed it, in the closing minutes of an Acquired Podcast interview (at the 1 hr, 19 min mark), Huang dropped a...
4 months ago • 5 min read
Every two weeks, I share my thoughts about investing, career transitions, meaningful work, parenting, living intentionally, and other topics that engage me. I'm in my fifties and still trying to figure stuff out.