INVESTING
Timeless investment principles, case studies, and more!
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…
Trade Desk Q4 2025: The Excuses Doesn’t Quite Add Up
Trade Desk reported Q4 2025 revenue growth of 14%, guided Q1 2026 to just 10%,…
Where I’m Deploying Capital Right Now
We are in a weird moment in the stock market. The S&P 500 is just…
Buy MELI, I Am
MercadoLibre dropped 9% after Q4 2025 earnings on margin compression. But I’ve seen this playbook…
Booking Holdings: Why the AI Bear Case Has It Backwards
Google tried to own the full travel transaction with Book on Google. TripAdvisor tried…
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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