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Arraig Investing Concepts

A Practical Journey in Public and Private Investing

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The Arraig Investing Approach

Issue #1: The Arraig Investing Approach This isn’t advice on how to invest your money or someone else’s money. I’m sharing my experience so that it serves as an example to develop your own framework. Dear Reader, In 2016, I co-founded and spun a membrane filtration technology business out of MIT, called Sandymount. Over the following five years, almost all of my time was dedicated to that business. Still, I always made time for hobbies, including investing. I saw (and still see) investing as...

10 months ago • 2 min read

This isn’t advice on how to invest your money or someone else’s money. I’m sharing my experience so that it serves as an example to develop your own framework. Dear Readers, In 2021, following the recent acquisition of a startup co-founded, I made my first investment in an AngelList Rolling Fund. Over the period of 2021-2022 I saw the startup market surge, and then precipitously drop from late 2022 into 2023. I gained a new appreciation of the dynamics and pitfalls of the "Rolling Fund" type...

10 months ago • 2 min read

Issue #2: 4Q2023 Arraig Investing Briefing This isn’t advice on how to invest your money or someone else’s money. I’m sharing my experience so that it serves as an example to develop your own framework. Dear member, With the Fed signalling that interest rates may drop in 2024, stocks and REITs performed well in the 4th quarter of 2023 [1]. This led to my Talmud fund becoming overweight stocks and real estate relative to my targets. Further, with growth stocks disproportionately benefiting...

10 months ago • 3 min read