Microsoft: Is OpenAI an Asset or a Liability?
I keep circling the same tension with Microsoft: a wonderful...
Portfolio Update: 2 Sells, 3 Buys, and Why
Earnings season is wrapping up, and I'm making the biggest...
The Lunch Break Investor: My New Book on Investing in an Hour a Day
Six years ago I was writing stock breakdowns on my...
Sea Limited Q1 2026: Investing Through Strength
Sea crushed Q1 across all three verticals yet kept full-year...
Alphabet Q1 2026: The Thesis Has Played Out
Two years of arguing Google would adapt to AI. Q1...
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