INVESTING
Timeless investment principles, case studies, and more!
Where I’m Deploying Capital Right Now
We are in a weird moment in the stock market. The S&P 500 is just…
Buy MELI, I Am
Booking Holdings: Why the AI Bear Case Has It Backwards
Portfolio Update: Exiting Tesla
This isn’t a “Tesla will fail” call. Tesla remains one of the most technologically ambitious…
Paycom Q4 2025: Jeff York Returns
In my December 2025 report, “When Product Excellence Meets Market Reality,” (LINK) I posed the…
Alphabet Q4 2025: When AI Becomes the Growth Engine
I’ve been writing about Google’s AI transition for over three years now. In March 2025,…
PERSONAL FINANCE
Budgeting, insurance, financial independence, and more!
A simple trick to becoming an automatic millionaire
Peter Lynch on the right time to buy bonds instead of stocks
My 2 Cents on Retirement: Why Your Current Plan Might Fail You
I’ve been invited to speak at the Ready for Life event in Marina Bay Sands,…
Fight record high inflation by saving on tax dollars and put them to work
Inflation in Singapore surged to 7.5% year over year in August 2022, and the tax…
How Can You Overcome the 3 Cognitive Biases that Hurt Your Returns
A Better Way to Save Taxes and Plan for Retirement in Singapore 2021
LIFE
Personal development, mental models, mindfulness, and more!
I’ve Never Played Monopoly
Almost 6 Years of Steady Compounding
The Heavy Pen
My friend became a millionaire at 17, and I got two book recommendations
Back in secondary school, I remember one hot afternoon in March 2007. We were in…
China’s AWS of Manufacturing
AWS made it possible to start a tech company with just a credit card. Pay…
Shanghai After 16 Years: Three Transformations
I’ve recently returned from my trip to China, visiting Suzhou, Shanghai, and Hangzhou. The journey…
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