The Three Ways I Compound Capital

And why WING only has one

Wingstop: Where I'm Stuck

Price is down ~70% from its high, but is it cheap?

The 25% I Never Got To

A trade that's still good, at a price that's no longer as good

The Deal That Taxes Killed

A cap rate of 9.3% became negative cash flow the moment I checked the real tax bill.

Catching a Falling Knife (On Purpose)

Exposing a contradiction in how I size positions

Why Berkshire Bought Google — And Why I Haven't

Berkshire got a seat at the table. I only get a stock price.

Model Portfolio Update

Betting on MSFT post-earnings

Microsoft: The Cheapest Multiple in Years

Everyone agrees on the setup. Nobody agrees on the clock.

Model Portfolio Update

Adding to CRM

The One I Almost Missed: Lennar

Housing's supply shortage looks like oil in 2020 — except one company didn't cut supply

Reading the Radar

The three signals I use to find ideas before they're obvious — and the oil trade that proved it.

The Model Portfolio: Making It Real

Stock picks were half a decision. Here's the other half.

The SaaSpocalypse Is Mispriced

Salesforce is down 40% on a narrative that makes it more valuable, not less.

What Berkshire Saw

The $2.65 billion bet that validated my own framework

My Investing Blunders

A postmortem on the trade I won, then lost.

To Invest or Not to Invest?

What to do when lifestyle creep starts calling itself an investment.

The Minimum Effective Dose

Stop doing too much of the wrong things.

Don't Optimize a Cage You Can Escape

Most constraints aren't real. They're just assumptions nobody tested.

What if investing was a game?

Not metaphorically. A

The Composition Effect

What Employee Surveys Taught Me About Stock Prices

The Smarter You Are, The Easier It Is to Lose

How overthinking costs you money—and why small actions create real insight

Where the Market Breaks (And Where I’ll Be Buying)

How the Yen Carry Trade unwind could create forced selling—and how I’m positioning to exploit the mispricing

Why It Pays to Be Tone Deaf (Especially Right Now)

How the attention economy hijacks your time horizon—and leads to bad decisions

The Feedback Problem in Investing

The Case for Beating the Market

What most people get wrong—and why the opportunity still exists