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Explore the website
Stephen Kovach
A personal collection of essays, research, and reflections. Explore the writing, the work, and the questions behind it.
A life of inquiry
Portfolio manager, entrepreneur, and a student of markets, history, and the ideas that influence our decisions.
Ideas in practice
Explore the companies I own and lead, their purpose, and the work behind them.
Evidence & perspective
Research and analysis across investing, economics, history, and technology.
The notebook
Essays and reflections on the forces shaping the world and the choices we make.
Keep in touch
A PERSONAL PERSPECTIVE
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