Interview with David Kim a.k.a. Scuttleblurb (2023 Edition: Exploration as a Service)
Interview with David Kim a.k.a. Scuttleblurb (2023 Edition: Exploration as a Service)
Podcast #19
Appears in this episode
David Kim is the author of Scuttleblurb (now also on Substack! More on that new development in the podcast).
This is the third time I have interviewed David — he’s that interesting! For more context, you can find the previous two interviews linked below.
In this one, David shares his journey as an investor, talks about how Scuttleblurb started and how it’s doing these days, and who inspired him to get started (if Scuttleblurb is the grand-daddy of a lot of current ‘deep dive’ newsletters, who’s the great-grand-daddy?).
It’s a two-way conversation, so we also talk about what I’m doing.
We also touch on some businesses: Carvana (😬), Texas Instruments (🐜), Sherwin-Williams (🎨), and Transdigm (🛩️).
David has a great riff about the various approaches to investing and the trade-offs inherent to each. He also discusses the EQ aspects of investing, which can sometimes be overlooked in favor of the IQ side of things (where there’s also a fluid vs crystalized intelligence dynamic at play over time).
David also talks about the two kinds of errors in investing, with examples for each (Twitter & Coinbase!), and when more information can help and when more information can potentially hurt you.
🎧 Listen on Spotify
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🎧 Listen on Apple Podcasts
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📺 Watch on Youtube
📃 Full transcript of the podcast
🗣️ More interviews with David Kim
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Interview with David Kim a.k.a. Scuttleblurb (2023 Edition: Exploration as a Service)
Great interview guys. I admit I've had similar thoughts of "am I too generalist?" I then realize 1. I have to follow my own interests/tendencies and 2. I've been doing this two years and have a good chance of simply outlasting the current wave of competition. Liberty, I appreciate the reminder that it's perhaps essential to let your personality shine through.
David, I'd love to know how your migration to Substack is going. I chose to build my own platform at the beginning because I couldn't upload PDF's (I like a nice "locked down" look), and given the 10% cut from Substack. I'm now wondering if I'd gain more subs throwing up my hands and going with Substack exclusively vs. using it as my exclusive free content distribution platform.