INVESTING
Timeless investment principles, case studies, and more!
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…
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…
PERSONAL FINANCE
Budgeting, insurance, financial independence, and more!
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LIFE
Personal development, mental models, mindfulness, and more!
Making a million mistakes
Make em when you are young
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?
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…
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