INVESTING
Timeless investment principles, case studies, and more!
Netflix: Priced for Perfection?
In my April 2022 report titled “Netflix: The Streaming Giant,” I wrote: “While new subscriber…
The Most Expensive Mistake Investors Make in Volatile Markets
We’re halfway through 2025, and it’s been a wild ride. With liberation day tensions and…
Trade Desk: When Great Companies Stub Their Toe
From my earlier article on The Trade Desk: From Unstoppable to Uncertain: “What makes this…
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…
PERSONAL FINANCE
Budgeting, insurance, financial independence, and more!
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LIFE
Personal development, mental models, mindfulness, and more!
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