INVESTING
Timeless investment principles, case studies, and more!
Netflix Q1 2026: Discipline Tested, Discipline Held
So this is the quarter Netflix reached into Warner Bros’ cookie jar and pulled out…
ServiceNow Deep Dive, Part 2: AI, Financials, and What I’m Doing
Part 1 covered what ServiceNow does and why customers don’t leave. Part 2 tackles the…
The Market Doesn’t Care About Your Forecast
If I told you there are two active wars running right now and oil spiked…
ServiceNow Deep Dive, Part 1: Understanding the Business
ServiceNow has been cut in half. But this is a company growing revenue at 22%…
Lululemon: Full Price or Bust (Q4 FY2025 Update)
We went from aspiring to return to double-digit growth… to merely trying to sell product…
Sea Limited Q4 2025 – Closing the Books on 2025
Sea closed 2025 with $22.9 billion in full-year revenue, up 36.4% year-on-year. Full-year net income…
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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