INVESTING
Timeless investment principles, case studies, and more!
Sea Limited Q3 2025: Ridiculous Results with a Few Raised Eyebrows
Sea Limited delivered spectacular Q3 results—bookings up 51%, GMV up 28%, loan book up 70%….
PayPal Q3 2025: The Transformation Playbook is Working
After releasing Q3 earnings and announcing a ChatGPT partnership, PayPal’s stock jumped 15%—then erased all…
Meta Q3: Why Mr. Market Hates a 26% Revenue Grower
Meta delivered 26% revenue growth and 49% operating margins, yet the stock dropped 15%. Here’s…
The Billionaire Who Couldn’t Afford a Jacket
The sleeves were six inches too short. When John Arrillaga borrowed his teacher’s jacket for…
The Expanding Pie: Why Google’s Q3 Proves AI Isn’t Zero-Sum
Alphabet’s Q3 2025 validates the contrarian bet: $102.3B revenue (+16%), first $100B quarter ever. Search…
Netflix: Record Engagement Masks a Market Share Problem
Sony Pictures spent over $100 million creating KPop Demon Hunters. They then sold it to…
PERSONAL FINANCE
Budgeting, insurance, financial independence, and more!
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LIFE
Personal development, mental models, mindfulness, and more!
Are you feeling burnout?
There’s one of two reasons.
Blueprint to ageing well: 10 key takeaways from Peter Attia’s Outlive
How to age like a boss
I turned 33 today.
One thing I changed my mind about this year.
The meaningless life of salmon
Salmon begin their lives in freshwater, hatching and growing until they are strong enough to…
Stop working with monkeys
“Pay peanuts and you get monkeys.”
Living The Unoptimized Life
I really enjoyed the 3 hours long podcast between Tim Ferriss & Derek Sivers. I…
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