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Essays and updates on building businesses, allocating capital, and operating for the long term — our biggest long-term content asset.

Business Why We’re Building Businesses Instead of Chasing Trends Ownership beats narrative. Why Acer Holdings builds operating assets instead of renting the news cycle. Jun 12, 2025 · 2 min read
Investing Monthly Portfolio Update Desk themes across operating businesses, liquid markets, and digital assets — without publishing a live holdings list. May 28, 2025 · 2 min read
Business Lessons From Building Operating Businesses What shipping real products taught us about focus, systems, and ownership discipline. May 10, 2025 · 2 min read
Capital Allocation Why We Believe in Cash-Flow-Producing Assets Prefer durable income over narrative cycles — and how that filter shapes every Acer Holdings allocation decision. Apr 22, 2025 · 1 min read
Automation Building Internal Leverage With Automation How proprietary systems raise operating leverage across the holding company. Apr 4, 2025 · 1 min read
Company Updates Company Update: Where Acer Holdings Is Focused Next Current priorities across operating businesses, capital allocation, and proprietary technology. Mar 18, 2025 · 1 min read

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