INVESTING
Timeless investment principles, case studies, and more!
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,…
Portfolio Update: Exiting a Position
I’m selling my entire position in PayPal. This isn’t a decision I make lightly. A…
Microsoft Q2 FY26 Earnings: Strong Results, OpenAI Concentration Risk
Meta Q4 2025: Strong Results, AI Investments Paying Off
Netflix: From Builder to Buyer
PERSONAL FINANCE
Budgeting, insurance, financial independence, and more!
What Is Your Rich Life?
Lessons from The Psychology of Money
How to Avoid Getting Hurt: Don’t Chase Yields Blindly
Setting up Your Financial Framework for Success in Your 20s
If you wish to become financially independent, being in your twenties is arguably the most…
LIFE
Personal development, mental models, mindfulness, and more!
How My 2024 Took an Unexpected Turn in December
For most of 2024, life was great. But as the year drew to a close,…
The Whispering Roots: Nature’s Hidden Network for Success
In primary school, I remember learning how trees constantly compete with each other for sunlight,…
Effortless is a Myth: Roger Federer’s Keys to Success On and Off the Court
Last week, I shared Roger Federer’s inspiring Dartmouth commencement address on my weekly newsletter—The 3-Bullet…
Book Club: The Coaching Habit
Tips to 10x your reading performance
When it comes to reading, my goal isn’t productivity per se. Instead, I allow my…
Book Club: Influence by Robert Cialdini
Recording of the Zoom book club discussion at the bottom of this post. Having written…
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