Insider Stocks · For members
An entry from my investing journal, for members.
I've been writing about Google's AI transition for over three years now. In March 2025, with AI pessimism peaking, I argued it was "premature to cancel Google Search" (LINK). By Q2, I noted the AI transition was "taking shape" (LINK). After Q3, I made the case that Google was proving AI "isn't zero-sum" (LINK). Each […]
Insider Stocks
The rest of this entry is for members
Before I buy a business, and before I sell one, I write up what I see: what it earns, what it’s worth, what could break it. Members read every entry, back to 2021. At least two new entries a month, more during earnings season.
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