INVESTING
Timeless investment principles, case studies, and more!
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…
Alphabet Q4 2025: When AI Becomes the Growth Engine
I’ve been writing about Google’s AI transition for over three years now. In March 2025,…
Portfolio Update: Exiting a Position
I’m selling my entire position in PayPal. This isn’t a decision I make lightly. A…
Microsoft Q2 FY26 Earnings: Strong Results, OpenAI Concentration Risk
Microsoft beat on revenue, operating income, and EPS. But shares dropped 10% post-earnings. The concern?…
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:…
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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