INVESTING
Timeless investment principles, case studies, and more!
How Incentives Shape Your Broccoli (And Your Portfolio)
A baby, a mini-tree, and a Charlie Munger lesson hiding in the produce aisle.
Netflix Q1 2026: Discipline Tested, Discipline Held
So this is the quarter Netflix reached into Warner Bros’ cookie jar and pulled out…
ServiceNow Deep Dive, Part 2: AI, Financials, and What I’m Doing
Part 1 covered what ServiceNow does and why customers don’t leave. Part 2 tackles the…
The Market Doesn’t Care About Your Forecast
If I told you there are two active wars running right now and oil spiked…
ServiceNow Deep Dive, Part 1: Understanding the Business
ServiceNow has been cut in half. But this is a company growing revenue at 22%…
Lululemon: Full Price or Bust (Q4 FY2025 Update)
We went from aspiring to return to double-digit growth… to merely trying to sell product…
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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