INVESTING
Timeless investment principles, case studies, and more!
The Memory Chip Boom, and Why I’m Not Chasing It
There’s a generational buildout going on right now, and big tech is buying memory chips…
Microsoft: Is OpenAI an Asset or a Liability?
I keep circling the same tension with Microsoft: a wonderful business I can never quite…
Portfolio Update: 2 Sells, 3 Buys, and Why
Earnings season is wrapping up, and I’m making the biggest reshuffle to the portfolio this…
The Lunch Break Investor: My New Book on Investing in an Hour a Day
Six years ago I was writing stock breakdowns on my lunch break, hoping a couple…
Sea Limited Q1 2026: Investing Through Strength
Sea crushed Q1 across all three verticals yet kept full-year guidance untouched. Shopee’s margin line…
Alphabet Q1 2026: The Thesis Has Played Out
Two years of arguing Google would adapt to AI. Q1 2026 settled the debate. The…
PERSONAL FINANCE
Budgeting, insurance, financial independence, and more!
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LIFE
Personal development, mental models, mindfulness, and more!
Tips to 10x your reading performance
When it comes to reading, my goal isn’t productivity per se. Instead, I allow my…
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
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