optionality

3 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Jun 18, 2018 by Brian Portnoy · across every show →

Everything said about optionality, oldest first

Jun 18, 2018 positive
Insight
Portnoy: Success comes from sourcing cheap options, not swinging for home runs
“The idea that much of success is, is not about pointing to the fences and hitting that one home run and walking off the field. It's more about having lots and lots of iterations across multiple games in your life where you're trying to source as many cheap opt…”
Brian Portnoy Jun 18, 2018 ▶ 1:03:07 Brian Portnoy – From Complex to Simple (Capital Allocators, EP.57)
Jul 20, 2020 neutral
Insight
Overvaluing optionality leads to over-investing in failing ideas
“That cut the bait sooner than I used to. I valued optionality too highly. I wanted options. I sometimes over invested in things where I should have seen the signals that this isn't going to work and cut that particular investment, that particular idea sooner. …”
Taimur Hyat Jul 20, 2020 ▶ 1:02:46 Taimur Hyat – After the Great Lockdown (Capital Allocators, EP.149)
Jun 15, 2026 positive
Insight
Wang: Real life fulfillment comes from commitment, not maximizing optionality
“So much of what we do is about creating optionality, and you try to maximize optionality, but when I look at my life, I think about getting married, having an amazing wife, my kids, and even starting this business. My greatest joys come from when I have commit…”
Jonathan Wang Jun 15, 2026 ▶ 59:21 Hotel Investing at EOS – Jonathan Wang (EP.506)
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