Investor Insights
Oct 12, 2026
•
2 min read
How I invest in bursts, and whether it’s skill or luck
Model Portfolio
+1
Oct 5, 2026
My exit from Salesforce after a ~48% gain.
Sep 28, 2026
The LEN buy I forgot to tell you about
Sep 21, 2026
3 min read
What a 30-mile ruler taught me about structural investing
Stock Picks
Sep 14, 2026
And why WING only has one
Aug 31, 2026
Price is down ~70% from its high, but is it cheap?
Aug 24, 2026
A trade that's still good, at a price that's no longer as good
Real Estate
Aug 17, 2026
4 min read
A cap rate of 9.3% became negative cash flow the moment I checked the real tax bill.
Aug 10, 2026
Exposing a contradiction in how I size positions
Aug 3, 2026
Berkshire got a seat at the table. I only get a stock price.
Jul 31, 2026
Betting on MSFT post-earnings
Jul 27, 2026
Everyone agrees on the setup. Nobody agrees on the clock.
