Notes From a Capital Allocator

Notes From a Capital Allocator

Weekly insights on how I deploy capital, evaluate risk, and compound over time.

Dakota Crisp, PhD

Engineering PhD turned capital allocator. Follows the Buffett school of investing.

Know When to Hold 'em

My exit from Salesforce after a ~48% gain.

Dakota Crisp, PhD

Model Portfolio

Sep 28, 2026

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2 min read

Model Portfolio Update

The LEN buy I forgot to tell you about

Dakota Crisp, PhD

Investor Insights

The Bet That Doesn't Need You to Be Right

Sep 21, 2026

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3 min read

The Bet That Doesn't Need You to Be Right

What a 30-mile ruler taught me about structural investing

Dakota Crisp, PhD

Stock Picks

Sep 14, 2026

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3 min read

The Three Ways I Compound Capital

And why WING only has one

Dakota Crisp, PhD

Stock Picks

Aug 31, 2026

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3 min read

Wingstop: Where I'm Stuck

Price is down ~70% from its high, but is it cheap?

Dakota Crisp, PhD

Investor Insights

Aug 24, 2026

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3 min read

The 25% I Never Got To

A trade that's still good, at a price that's no longer as good

Dakota Crisp, PhD

Real Estate

Aug 17, 2026

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4 min read

The Deal That Taxes Killed

A cap rate of 9.3% became negative cash flow the moment I checked the real tax bill.

Dakota Crisp, PhD

Investor Insights

Aug 10, 2026

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3 min read

Catching a Falling Knife (On Purpose)

Exposing a contradiction in how I size positions

Dakota Crisp, PhD

Investor Insights

Why Berkshire Bought Google — And Why I Haven't

Aug 3, 2026

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3 min read

Why Berkshire Bought Google — And Why I Haven't

Berkshire got a seat at the table. I only get a stock price.

Dakota Crisp, PhD

...

Dakota Crisp, PhD

Archive

Know When to Hold 'em

Model Portfolio Update

The Bet That Doesn't Need You to Be Right

The Three Ways I Compound Capital

Wingstop: Where I'm Stuck

The 25% I Never Got To

The Deal That Taxes Killed

Catching a Falling Knife (On Purpose)

Why Berkshire Bought Google — And Why I Haven't

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