INVESTING
Timeless investment principles, case studies, and more!
Sea Limited Q2 2025: Executing on All Fronts
Sea Limited delivered another strong quarter, with all three segments firing on all cylinders. What’s…
The Trade Desk’s 40% Tumble: Why I’m Not Panicking
In my weekly newsletter the 3-Bullet Sunday on 20 July, I wrote: “Don’t let daily…
You’re Not Nervous About Your Stocks—You’re Nervous About Position Sizing
When stocks drop 20%, 30%, or even 50%, our first instinct is to search for…
Paycom Q2 2025: Unveils AI Strategy
First off, I’m mildly disappointed nobody on the earnings call talked about the recent Oklahoma…
[1 Aug 25] Portfolio Update: Adding to Continued Execution, Nibbling on Value
After analyzing PayPal’s Q2 results, I’m making some portfolio adjustments following my recent moves in…
PayPal Q2 2025: The Turnaround Takes Shape
In my Q1 2025 analysis PayPal: Let Alex Chriss Cook ($), I wrote: “Branded checkout…
PERSONAL FINANCE
Budgeting, insurance, financial independence, and more!
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LIFE
Personal development, mental models, mindfulness, and more!
The Problem with Perfectionism
Advice to My 20-Year-Old Self
Becoming 30: Receiving a Message from My Younger Self
How to Ask Better Questions
Winning the Ovarian Lottery
The S-Curve of Life
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