INVESTING
Timeless investment principles, case studies, and more!
Meta Q4 2025: Strong Results, AI Investments Paying Off
Revenue grew 24%. Ad clicks up 3.5%. Engineering productivity up 30%. The evidence is clear:…
Netflix: From Builder to Buyer
For years, Netflix insisted they were builders, not buyers. Then they wrote an $83 billion…
MercadoLibre: Can Shopee Break It? (Part 3)
Shopee is grabbing market share in Brazil. Amazon is expanding fulfillment. MELI responded by cutting…
MercadoLibre Part 2: The Flywheel
In 2009, Marcos Galperin moved his desk next to the CTO’s office. What followed was…
Lululemon: Waiting for the New Sheriff
Calvin McDonald is out mid-turnaround. Elliott just took a $1B stake. China grew 46% while…
MercadoLibre Part 1: How They Survived When 80+ Competitors Failed
MercadoLibre raised $7.6 million in October 1999. By March 2000, they had negative runway. This…
PERSONAL FINANCE
Budgeting, insurance, financial independence, and more!
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LIFE
Personal development, mental models, mindfulness, and more!
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…
Stop working with monkeys
“Pay peanuts and you get monkeys.”
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