Love Stocks? A Lot?

[WEEK #38/52]: I’m morphing this newsletter together with my fund over the next 14 weeks. Join our Quarterly Call.

Sep 15, 2026

[WEEK #38/52]: I’m morphing this newsletter together with my fund over the next 14 weeks. Apply blindly here, or read more details below.

[Topic]: If you truly love stocks, or people pursuing their dream, then I hope you find today’s stories enjoyable! With a great opportunity at the end.

Getting Serious About Stocks

It’s now been 37 weeks since I started sending out a newsletter every week, I promised myself 52 in a row, and I’m now only 14 away.

So let’s make these the best 14.

The reason I started this practice was simple: bring back a weekly responsibility to my life. It was extremely healthy to have a weekly cadence of responsibilities that I had to keep up with every Weds while running The Spatial Collective.

So for today I’m going to take you back to November 2025: the day I opened myself up to the idea that I would start a weekly newsletter in 2026, and potentially launch a hedge fund.

The below event are how it went down just one month after I shut down Spatial Collective and started wandering lost in the woods, and one month before I put myself in motion.

Behind The Scenes of Why I Started Writing This Weekly:

Almost exactly 1 year ago, I drove to Miami so I could spend the day brainstorming what I wanted to do with my life, here’s where I sat:

That photo above is from my phone, I took it November 21st, 2025.

I know because I went through the trouble of driving 2 hours just for the impact on my brain of switching environments, and sitting there all day with a pen, pad, and Grok (I’ve since switched back to GPT, but thank you Grok for the incredible brainstorming).

The purpose of my trip was to figure out what I could spend the next few decades dedicating myself to.

I only had a moment like this once before in my life…

Virtual Reality in 2015, in College

The last ‘aha’ moment where I found something I could spend decades learning and leading was in 2015, in my college room.

I worked ruthlessly at networking, learning, hosting, connecting, and investing in the industry.

That journey took me across the world (literally, SLUSH was kind enough to fly us out in 2016 to their Iceland Play conference, what an epic time traveling with Tommy and Becky!!!!!! <3), and of course London - the city that forever has my heart.

VR Never Found a Daily Use in my Life

But it is no secret, VR and AR never found a daily use in my life.

I tried to use it daily, but between it messing up my hair, or the battery dying in the left controller… things just were not smooth.

I gave up. I felt I gave it my all for a decade, and just like so many VR pioneers warned me back in 2015, ‘it’s always 10 years away.’

With that sad acceptance, I had to figure out what to do with a VR/AR community that I loved deeply, and was paying my bills.

I tried pivoting us towards where the future was headed, AI. But it resulted more in flailing than success.

I tried tons of programs, I threw stuff at the wall, I embarrassed myself and risked everything we had built in order to keep it alive. I knew it couldn’t continue as XR.

All the while, as this is happening, I started making more money than I had ever made (on paper…) from ETH during that last crypto summer.

Combine that with a love for stocks since as far back as I have memories, and it seemed like investing could be a great potential fit.

November 2025: Taking Us Back to Canal Side in Miami

All that above text, was a long way of saying I was lost with no direction on the day I took this photo (ok so now we teleport back here):

I built out a very complex matrix of happiness x income x passion on the notepad, and spent hours trying to fit business ideas into it.

I kept coming back to some version of an investment fund, but that sounded crazy at the time.

A few people changed my thinking; Dad, Mom, and Larry.

We’ll dive into the founding story another time, but I want to wrap this up with

details on what I want to morph his newsletter in to.

April/May 2026: Fund Officially Launches

We go live.

Now I have a newsletter with no consistency of topics, no nucleus, and a fund.

So naturally, I need to merge these two somehow, in a fun, cool, productive manner.

So! …. I was thinking… the AI platform I’ve been building is now full crank, I should use it with a few of you all in a private Zoom session with other people who love stocks.

I’ve been cranking on this, and it’s been extremely helpful for my game.

I’ve gotten it to the point of sourcing, vetting, underwriting, valuing, tracking, and telling me when to buy/sell.

The yellow line was our entry price, the red is current price.

I’ve put 100’s of hours into this system, and now I want to share the conversation with anyone who actually truly also loves stocks.

In order to get this system to work, and standardize stock comps, I had to create my own version of accounting so I can underwrite each company against only 2 key metrics. Happy to share more about those as I want a small group to battle test this thesis.

You’re Invited to Our Quarterly Call…

We’re launching a quarterly talk club. And our first convo will focus around using this platform to break down 1-3 stocks IN DEPTH. And I mean… DEPTH!

FAQ:

Cost money? NO. We're doing this for the love of stocks.
Cost time? YES. We want dedicated attendees who love stocks.
When? IDK. I'll let you know as soon as I look through applicants

Request an Invite if you’d like to JOIN:

Name?
Have you attended Don’s online event before?
Do you invest in stocks actively?
Do you love business?
Are you able to tune in and participate for 90 minutes doing a deep dive on 1-3 stocks: financials, trends, CEO, etc... a fun, deep discussion you definitely are not getting on CNBC SQUAK SQUAK SQUAK Box.
Email to send your invite?

Answer Them Here