INVESTING
Timeless investment principles, case studies, and more!
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…
PayPal Q4 2024: A Strategic Shift
PayPal’s Q4 2024 results present a mixed picture, reflecting a significant strategic shift under new…
PERSONAL FINANCE
Budgeting, insurance, financial independence, and more!
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LIFE
Personal development, mental models, mindfulness, and more!
Elon Musk’s 5 Commandments from Production Hell
“The Algorithm” by Elon Musk After devouring Elon Musk’s biography by Isaacman as soon as…
Are you feeling burnout?
Blueprint to ageing well: 10 key takeaways from Peter Attia’s Outlive
I turned 33 today.
The meaningless life of salmon
Salmon begin their lives in freshwater, hatching and growing until they are strong enough to…
Stop working with monkeys
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