INVESTING
Timeless investment principles, case studies, and more!
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…
Paycom Q3 2025: When Product Excellence Meets Market Reality
Paycom delivered Q3 results that met guidance but failed to inspire. Despite management’s evangelizing about…
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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