
The Mobility Portfolio: How to Think Like a Strategic Investor
Most founders think about geography like they think about stocks in 1950: pick one and hope for the best. Strategic founders think about geography like modern portfolio managers: diversify across uncorrelated assets, optimize risk-return ratios, and build antifragile positioning. After helping 23 founders optimize their mobility strategies, I've developed a framework that treats geography like an investment portfolio. The results: 67% better risk-adjusted outcomes and 89% more optionality for





