INVESTING
Timeless investment principles, case studies, and more!
The Billionaire Who Couldn’t Afford a Jacket
The sleeves were six inches too short. When John Arrillaga borrowed his teacher’s jacket for…
The Expanding Pie: Why Google’s Q3 Proves AI Isn’t Zero-Sum
Alphabet’s Q3 2025 validates the contrarian bet: $102.3B revenue (+16%), first $100B quarter ever. Search…
Netflix: Record Engagement Masks a Market Share Problem
Sony Pictures spent over $100 million creating KPop Demon Hunters. They then sold it to…
Booking’s $9 Billion Float: The Hidden Cash Engine
CEO Glenn Fogel says Booking has no moat. The numbers say otherwise: $9 billion in…
Booking Holdings: The Travel Stock That Thrived When Travel Collapsed
A deep dive into Booking Holdings’ pandemic playbook: How Glenn Fogel’s contrarian strategy, merchant model…
Nature’s cruel lesson for bag holders
The hunt lasted 8 seconds before everything changed
PERSONAL FINANCE
Budgeting, insurance, financial independence, and more!
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LIFE
Personal development, mental models, mindfulness, and more!
The 4-hour framework to pursuing your dreams
I’m going to share a game-changer with you. When I first picked up “The 4-Hour…
The one idea that changed my life forever
I want to share something personal with you—I never envisioned Steady Compounding as my full-time…
36 quick thoughts to end 2023
Some quotes that inspired me.
Charlie Munger’s Final Lesson: Don’t Wait to Catch Your Tuna Until It’s Too Late
Father time does not wait for anyone
Making a million mistakes
Make em when you are young
Elon Musk’s 5 Commandments from Production Hell
“The Algorithm” by Elon Musk After devouring Elon Musk’s biography by Isaacman as soon as…
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