INVESTING
Timeless investment principles, case studies, and more!
Portfolio Update: Shifting Sands in China
JD.com has entered the travel business with guns blazing. They’re offering hotels zero commission for…
[8 Sep 2025] Portfolio Update: Lululemon Letdown
This report is a continuation from my Q2 2025 report: Lululemon: From Turnaround to Letdown…
Lululemon: From Turnaround to Letdown
Let me just start right off the bat—this was a bad quarter and it reflected…
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…
PERSONAL FINANCE
Budgeting, insurance, financial independence, and more!
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LIFE
Personal development, mental models, mindfulness, and more!
How I Got by Uni and Poly Without Paying
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
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