INVESTING
Timeless investment principles, case studies, and more!
Booking’s $9 Billion Float: The Hidden Cash Engine
CEO Glenn Fogel says Booking has no moat. The numbers say otherwise: $9 billion in…
Booking Holdings: The Travel Stock That Thrived When Travel Collapsed
A deep dive into Booking Holdings’ pandemic playbook: How Glenn Fogel’s contrarian strategy, merchant model…
Nature’s cruel lesson for bag holders
The hunt lasted 8 seconds before everything changed
Trip Holdings: The Vacation May Be Over
When Titans Clash Over Food Delivery Competition in China is immensely brutal, way more brutal…
Portfolio Update: Shifting Sands in China
JD.com has entered the travel business with guns blazing. They’re offering hotels zero commission for…
[8 Sep 2025] Portfolio Update: Lululemon Letdown
This report is a continuation from my Q2 2025 report: Lululemon: From Turnaround to Letdown…
PERSONAL FINANCE
Budgeting, insurance, financial independence, and more!
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LIFE
Personal development, mental models, mindfulness, and more!
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…
The 2021 Steady Compounding Year in Review
It has been an exciting and impactful year, to say the least. It is the…
Building Your Second Brain
In this article, I will share with you the tools and systems I use to…
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