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Notes From a Capital Allocator.

How I deploy capital, evaluate risk, and compound over time.

Written by

Dakota Crisp, PhD

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Archive

Investor Insights

Trust Is the Real Currency of Investing

Feb 2, 2026

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5 min read

Trust Is the Real Currency of Investing

Dakota Crisp, PhD
Dakota Crisp, PhD

Investor Insights

The “Boring” Investment That Gives You an Instant 36% Return

Jan 26, 2026

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7 min read

The “Boring” Investment That Gives You an Instant 36% Return

The simple tax math that supercharges your compounding

Dakota Crisp, PhD
Dakota Crisp, PhD

Investor Insights

Black Swans, Inverted

Jan 19, 2026

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5 min read

Black Swans, Inverted

How to position yourself in a world of risk

Dakota Crisp, PhD
Dakota Crisp, PhD

Investor Insights

Investing as Selective Sampling

Jan 12, 2026

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7 min read

Investing as Selective Sampling

How exposure to extremes drives returns

Dakota Crisp, PhD
Dakota Crisp, PhD

Investor Insights

Who Is It Really For?

Jan 5, 2026

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4 min read

Who Is It Really For?

An observation about toys, parents, and investing

Dakota Crisp, PhD
Dakota Crisp, PhD

Investor Insights

How I Evaluate Angel Investments

Dec 29, 2025

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5 min read

How I Evaluate Angel Investments

A framework for identifying structural advantage before underwriting execution

Dakota Crisp, PhD
Dakota Crisp, PhD

Investor Insights

Why I Treat Angel Investing as a Portfolio Strategy

Dec 22, 2025

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7 min read

Why I Treat Angel Investing as a Portfolio Strategy

How small, diversified exposure to startups can improve long-term returns without blowing up your portfolio

Dakota Crisp, PhD
Dakota Crisp, PhD

Investor Insights

What I’ve Been Up To Lately

Dec 15, 2025

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4 min read

What I’ve Been Up To Lately

How do you invest in something where most outcomes go to zero?

Dakota Crisp, PhD
Dakota Crisp, PhD

Investor Insights

My Updated Stance on Bitcoin

Dec 8, 2025

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7 min read

My Updated Stance on Bitcoin

Does Bitcoin belong in your portfolio?

Dakota Crisp, PhD
Dakota Crisp, PhD
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