Highwater

Notes on markets, capital allocation, and the discipline of concentration.

01 Aug 1, 2026

The High-Water Mark

Why the name, and why concentration is a discipline rather than a bet.

Highwater · Cole Saseen · 2026

Writing here is commentary and personal opinion. It is not investment advice, a research report, a recommendation, or an offer or solicitation to buy or sell any security or to enter into any advisory relationship.