INVESTING
Timeless investment principles, case studies, and more!
MercadoLibre: Can Shopee Break It? (Part 3)
Shopee is grabbing market share in Brazil. Amazon is expanding fulfillment. MELI responded by cutting…
MercadoLibre Part 2: The Flywheel
In 2009, Marcos Galperin moved his desk next to the CTO’s office. What followed was…
Lululemon: Waiting for the New Sheriff
Calvin McDonald is out mid-turnaround. Elliott just took a $1B stake. China grew 46% while…
MercadoLibre Part 1: How They Survived When 80+ Competitors Failed
MercadoLibre raised $7.6 million in October 1999. By March 2000, they had negative runway. This…
Paycom Q3 2025: When Product Excellence Meets Market Reality
Paycom delivered Q3 results that met guidance but failed to inspire. Despite management’s evangelizing about…
The $100k Stock Market Shopping List (November 2025 Edition)
Google went from $143 to $300 in months after appearing in my April shopping list….
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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