INVESTING
Timeless investment principles, case studies, and more!
Lululemon: Sign of Worse to Come?
In April 2025, I argued that Lululemon’s challenges were temporary rather than structural, in Lululemon:…
Sea Limited: Playing Offense
Remember when Sea Limited was almost done for? The pandemic darling had burned through cash…
PayPal: Let Alex Chriss Cook
PayPal continues to execute on its strategic shift under CEO Alex Chriss, who took over…
Buffett’s Brutal Truth About the Liberation Day Sell-Off
The market drawdown from Liberation Day on April 2, 2025 now looks like a passing…
Buffett’s Wisdom: 12 Critical Insights from Berkshire Hathaway’s 2025 AGM
It has been an incredible six-decade run for Warren Buffett. This year, Buffett shares his…
The Trade Desk: From Unstoppable to Uncertain
A 60% stock plunge in just 10 weeks. The first missed guidance in 33 consecutive…
PERSONAL FINANCE
Budgeting, insurance, financial independence, and more!
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LIFE
Personal development, mental models, mindfulness, and more!
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