INVESTING
Timeless investment principles, case studies, and more!
Microsoft Q2 FY26 Earnings: Strong Results, OpenAI Concentration Risk
Microsoft beat on revenue, operating income, and EPS. But shares dropped 10% post-earnings. The concern?…
Meta Q4 2025: Strong Results, AI Investments Paying Off
Revenue grew 24%. Ad clicks up 3.5%. Engineering productivity up 30%. The evidence is clear:…
Netflix: From Builder to Buyer
For years, Netflix insisted they were builders, not buyers. Then they wrote an $83 billion…
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…
PERSONAL FINANCE
Budgeting, insurance, financial independence, and more!
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LIFE
Personal development, mental models, mindfulness, and more!
Book Club: Influence by Robert Cialdini
Recording of the Zoom book club discussion at the bottom of this post. Having written…
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
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