INVESTING
Timeless investment principles, case studies, and more!
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…
The $100k Stock Market Shopping List (November 2025 Edition)
Google went from $143 to $300 in months after appearing in my April shopping list….
Why ChatGPT Needs Ads, Not Affiliates—And Meta’s AI Risk
Eric Seufert explains why ChatGPT’s affiliate link strategy is wrong and personalized ads are essential….
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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