INVESTING
Timeless investment principles, case studies, and more!
Lululemon: The Tide Isn’t Turning (Yet)
In a previous article ($), Market is Optimistic About Lululemon, I highlighted how management had…
Amazon: What Doesn’t Change
Jeff Bezos once shared a profound insight at the 2007 Amazon shareholder meeting: “I very…
My Playbook for Turning Drawdowns into Opportunities
Hey, I get it—stock market declines are terrifying. And it’s not just your imagination: losses…
Sea Limited Q4 2024: Three Consecutive Quarters of Excellence
Once could be a fluke, twice may be luck, perhaps the third time it is…
Why It’s Premature to Cancel Google Search
Google changed the world forever. It has been the guardian of information and knowledge for…
Paycom: Revenue Reaccelerates in Q4 as Enterprise Strategy Takes Hold
From my December 2024 report, “Paycom: Navigating a Strategic Pivot”: “Paycom’s challenges are not structural—they’re…
PERSONAL FINANCE
Budgeting, insurance, financial independence, and more!
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LIFE
Personal development, mental models, mindfulness, and more!
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