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Timeless investment principles, case studies, and more!

October 17, 2025

CEO Glenn Fogel says Booking has no moat. The numbers say otherwise: $9 billion in…

October 3, 2025

A deep dive into Booking Holdings’ pandemic playbook: How Glenn Fogel’s contrarian strategy, merchant model…

September 28, 2025

The hunt lasted 8 seconds before everything changed

September 19, 2025

When Titans Clash Over Food Delivery Competition in China is immensely brutal, way more brutal…

September 12, 2025

JD.com has entered the travel business with guns blazing. They’re offering hotels zero commission for…

September 8, 2025

This report is a continuation from my Q2 2025 report: Lululemon: From Turnaround to Letdown…

Budgeting, insurance, financial independence, and more!

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Personal development, mental models, mindfulness, and more!

July 16, 2020

While some of us were less ‘lucky’ than others in the ovarian lottery, all of…

July 3, 2020

Every process, be it a business, a country, or your life, is like an S-curve…

June 15, 2020

#Attitude. It means giving your best on and off the court. It means showing up…

June 7, 2020

Happiness and fulfillment come from within. When we are trapped thinking all about how others…

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