INVESTING
Timeless investment principles, case studies, and more!
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…
Microsoft Q2 FY26 Earnings: Strong Results, OpenAI Concentration Risk
PERSONAL FINANCE
Budgeting, insurance, financial independence, and more!
No post found!
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
Charlie Munger’s Final Lesson: Don’t Wait to Catch Your Tuna Until It’s Too Late
Making a million mistakes
JOIN THE COMMUNITY
Our weekly newsletter offers timeless investment concepts, personal finance tips and wisdom on living a happier life.