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!
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…
I’m working hard so that I’ll never be poor again
“Getting money and keeping money are two distinct skills.”
3 weeks ago I decided to dive straight into hell
I started posting on TikTok
I hated pawn shops
Visits to the pawn shops were frequently accompanied with anger and shame.
Reflections: 1-Year After Leaving My Iron Rice Bowl
I’ve been running Steady Compounding full-time for 1 year now, and the most common question…
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