INVESTING
Timeless investment principles, case studies, and more!
PayPal Q3 2025: The Transformation Playbook is Working
After releasing Q3 earnings and announcing a ChatGPT partnership, PayPal’s stock jumped 15%—then erased all…
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…
PERSONAL FINANCE
Budgeting, insurance, financial independence, and more!
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LIFE
Personal development, mental models, mindfulness, and more!
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