INVESTING
Timeless investment principles, case studies, and more!
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:…
Netflix: From Builder to Buyer
For years, Netflix insisted they were builders, not buyers. Then they wrote an $83 billion…
PERSONAL FINANCE
Budgeting, insurance, financial independence, and more!
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LIFE
Personal development, mental models, mindfulness, and more!
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…
I’ve Left My Stable 9-5 Job, Now What?
For anyone thinking about doing a career pivot, here are some early learnings from my…
Why I Left My Iron Rice Bowl
Sometimes, not changing or evolving might be the greatest risk.
Is Business School Worth It?
Life has to be lived forwards but can best be understood backward. Some guiding thoughts…
The Advice I Didn’t Need
You become what you feed your mind. Regardless of how smart, savvy or inspired you…
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