INVESTING
Timeless investment principles, case studies, and more!
[1 Aug 25] Portfolio Update: Adding to Continued Execution, Nibbling on Value
After analyzing PayPal’s Q2 results, I’m making some portfolio adjustments following my recent moves in…
PayPal Q2 2025: The Turnaround Takes Shape
In my Q1 2025 analysis PayPal: Let Alex Chriss Cook ($), I wrote: “Branded checkout…
[25 Jul 25] Portfolio Update: One Sell, Two Potential Buys
After analyzing Alphabet’s Q2 results (“Alphabet Q2 2025: The AI Transition Takes Shape”), I’m making…
Alphabet Q2 2025: The AI Transition Takes Shape
Back in March, I wrote a piece titled “Why It’s Premature to Cancel Google Search.”…
Is Adobe an AI Laggard?
AI is reshaping the creative landscape at breakneck speed. And in this revolution, Adobe finds…
Netflix: Priced for Perfection?
In my April 2022 report titled “Netflix: The Streaming Giant,” I wrote: “While new subscriber…
PERSONAL FINANCE
Budgeting, insurance, financial independence, and more!
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LIFE
Personal development, mental models, mindfulness, and more!
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