INVESTING
Timeless investment principles, case studies, and more!
Meta Q3: Why Mr. Market Hates a 26% Revenue Grower
Meta delivered 26% revenue growth and 49% operating margins, yet the stock dropped 15%. Here’s…
The Billionaire Who Couldn’t Afford a Jacket
The sleeves were six inches too short. When John Arrillaga borrowed his teacher’s jacket for…
The Expanding Pie: Why Google’s Q3 Proves AI Isn’t Zero-Sum
Alphabet’s Q3 2025 validates the contrarian bet: $102.3B revenue (+16%), first $100B quarter ever. Search…
Netflix: Record Engagement Masks a Market Share Problem
Sony Pictures spent over $100 million creating KPop Demon Hunters. They then sold it to…
Booking’s $9 Billion Float: The Hidden Cash Engine
CEO Glenn Fogel says Booking has no moat. The numbers say otherwise: $9 billion in…
Booking Holdings: The Travel Stock That Thrived When Travel Collapsed
A deep dive into Booking Holdings’ pandemic playbook: How Glenn Fogel’s contrarian strategy, merchant model…
PERSONAL FINANCE
Budgeting, insurance, financial independence, and more!
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LIFE
Personal development, mental models, mindfulness, and more!
Winning the Ovarian Lottery
While some of us were less ‘lucky’ than others in the ovarian lottery, all of…
The S-Curve of Life
Every process, be it a business, a country, or your life, is like an S-curve…
What Basketball Taught Me About Life
#Attitude. It means giving your best on and off the court. It means showing up…
On Retirement, Happiness and Life
Happiness and fulfillment come from within. When we are trapped thinking all about how others…
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