Charlie Munger Says Not Buying This Company Was a Mistake
A costly mistake.
Adobe Deep Dive
This company has brought much joy for fans of memes and its shareholders.
Top 10 Lessons From The Joys of Compounding
From my favorite book.
Amazon’s Q2 2022 Earnings Update
Is growth slowing down for this behemoth?
Disney Overtook Netflix In The Streaming Wars In 2.5 Years?
Impressed with Disney+ numbers?
Top Five Screening Criteria to Uncover Multibagger Stocks
There are 63,105 stocks in the investing universe. But only 947 firms drove ~100% of the returns. That’s less than 1.5% of the entire investing universe. Without a screener, it…
Alphabet and Meta Q2 2022 Earnings Update
I’m down with COVID-19 this week but this earnings season still has me curious as to whether the economy is becoming as bad as what the news is reporting. Let’s…
Mastercard Research Report
The classic compounder.
8 Mental Models For Investing Success
Build a robust latticework of mental models for investing.
How Does Increasing Interest Rates Curb Inflation?
A participant from my investing course asked me this question, so I felt it would be useful to share with you why the Federal Reserve (Fed) is raising interest rates…
Investing Secrets of Legendary Stock Picker Peter Lynch
Peter Lynch’s secret to picking stocks. My notes from One Up On Wall Street.
Why Wide Moat Businesses May Not Be a Good Investment
Why the trajectory of a moat is more important than the size of a moat.