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Stay curious with the 1% IRR Project

Follow along on the improvement journey as we uncover the incremental tools, techniques & habits related to all aspects of the investing, learning and decision-making.

The 1% IRR Project

Welcome to the 1% IRR Project, a newsletter focusing on constant improvement. We break investing down into first principles and aim to...

RIG

Jul 10, 20241 min read

Programmatic Advertising Ecosystem - The Netflix Effect

In our 2024 Ad Tech Report (email info@rubiconinvestgroup.com for a copy), we probabilistically detailed three Inflection Points for the...

RIG

May 22, 20248 min read

Capital Markets: The Paradigm Shift

This year’s return of persistent inflation has been damning for investors. After decades of subdued price pressures, we are experiencing...

RIG

Oct 19, 202216 min read

Assessing the Road Ahead

For the most part, we de-emphasize macro-economic factors and instead focus our time on the performance of a small subset of businesses....

RIG

Mar 28, 20227 min read

The (re-) Beginner’s Mind

The effects of COVID and the ensuing response continue to play out in real time and will reverberate for years to come. No one can...

RIG

Aug 3, 20213 min read