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Research Reports
Learn with me
Research Reports
Learn with me
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The businesses I study, and what I learn from them

Company breakdowns, investing lessons, the books I learned from, essays from my life and the annual meeting transcripts I keep rereading. Choose a section, or start with the latest.

Investing Life Transcripts Books

Start here

Three pieces that explain how I invest, and why. All three are free to read.

Who I am

The Night the Lights Went Out

I was 13 the night our power was cut. I made a promise in the dark. It still decides how I invest.

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Why I don't watch the market

The Surprising Outcome for Timing the Stock Market Perfectly

Buying on the worst day of the year, every year for 20 years, ended 18.7% behind perfect timing. Staying in cash ended with a quarter of the money.

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What to do when a stock falls

You're Not Nervous About Your Stocks, You're Nervous About Position Sizing

Amazon has fallen more than 50% more than once. Meta dropped 80%. The question is not why. It is how much you own.

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Latest articles

Open to everyone, newest first.

  • For members

My investing journal

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.

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© 2026 Steady Compounding - By Thomas Chua