INVESTING
Timeless investment principles, case studies, and more!
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,…
Portfolio Update: Exiting a Position
I’m selling my entire position in PayPal. This isn’t a decision I make lightly. A…
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!
Shanghai After 16 Years: Three Transformations
I’ve recently returned from my trip to China, visiting Suzhou, Shanghai, and Hangzhou. The journey…
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…
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