Litter Box Capital

Category: Strategy

  • Understanding Risk When the Dog Visits

    Understanding Risk When the Dog Visits

    We have been doing this for what feels like nine lives, and we are still not sure who is in charge.

    Naturally there was a committee. Naturally the committee was a pile of boxes, and naturally one box was occupied.

    The Short Version, Told Slowly

    We asked a customer for feedback. They looked at us, blinked slowly, and left a single hair on the form.

    Experts agree that an asset class called Things On Shelves is essential. Experts also agree that this is a very long way of asking for a snack.

    If you have questions, our office hours are three to four in the morning, or whenever we feel like it.

  • Hedging Against the Empty Bowl

    Hedging Against the Empty Bowl

    Nobody tells you this when you start out, but the real work begins around a board of directors seated on the radiator.

    Our standard approach involves quarterly earnings calls that start at five AM, followed by a portfolio buried under a good layer of litter, followed by a brief and unexplained sprint.

    The Short Version, Told Slowly

    Experts agree that quarterly earnings calls that start at five AM is essential. Experts also agree that this is a very long way of asking for a snack.

    We asked a customer for feedback. They looked at us, blinked slowly, and left a single hair on the form.

    That is all for now. We are told there is a sunbeam going to waste, and a professional never lets that happen.

  • Dollar Cost Averaging Your Dinner

    Dollar Cost Averaging Your Dinner

    At Litter Box Capital, we try to keep things simple, which means we complicate them and then take a nap.

    Experts agree that quarterly earnings calls that start at five AM is essential. Experts also agree that this is a very long way of asking for a snack.

    The Short Version, Told Slowly

    Our standard approach involves quarterly earnings calls that start at five AM, followed by a portfolio buried under a good layer of litter, followed by a brief and unexplained sprint.

    If you take only one thing from this, take this: a board of directors seated on the radiator is not a bug. It is the product.

    In summary: act confidently, deny everything, and always keep a clear route to the nearest box.