INVESTING
Timeless investment principles, case studies, and more!
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
Meta Q4 2025: Strong Results, AI Investments Paying Off
PERSONAL FINANCE
Budgeting, insurance, financial independence, and more!
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LIFE
Personal development, mental models, mindfulness, and more!
Making a million mistakes
Elon Musk’s 5 Commandments from Production Hell
“The Algorithm” by Elon Musk After devouring Elon Musk’s biography by Isaacman as soon as…
Are you feeling burnout?
Blueprint to ageing well: 10 key takeaways from Peter Attia’s Outlive
I turned 33 today.
The meaningless life of salmon
Salmon begin their lives in freshwater, hatching and growing until they are strong enough to…
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