Very interesting, thanks for sharing Jason! What do you think, do you differentiate investments you make into a value or growth category?

I only invest my own money but I think, for me, it boils down to probability of a set of outcomes (X1, X2...Xn) multiplied by the outcomes (E(r1), E(r2)...E(rn)). I'm making a mental calculation and not actually doing the math but it's how I think it about it generally. I don't distinguish value vs. growth because I suppose I would find it limiting and I'm not sure what value I would get from it anyway so I'm curious how others find value in classifying investments by type.