Undiscovered Compounders
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The Photo That Built the Greatest Fortune in History
The blueprint was buried in 38 private letters.
Mar 26
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7 Counterintuitive Investing Lessons Backed by Data
Not eternal wisdom clichés. Promise.
Mar 20
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I Studied Millions of Portfolios. Here's What Actually Kills Compounding
The cost that never shows up on your statement is the one doing the most damage.
Mar 13
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The Branch Fallacy: A Repeatable Way to Beat Wall Street
When branches snap, roots get mispriced.
Mar 5
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February 2026
The Day $1 Stops Equaling $1
It’s a mistake that compounds, and even the best investors fall for it.
Feb 28
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To See Farther, Let’s Stand on the Shoulders of Giants
Part 3 of My Series: 50 Mental Models to Think Like a High-Level Generalist
Feb 23
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The Worst Place to Look for Alpha
You don't have to pick Dwayne Johnson for an arm-wrestling match.
Feb 18
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50 Mental Models to Think Like a High-Level Generalist - PART 2
50 disciplines. 50 big ideas. 50 mental models. 10 posts. #2
Feb 15
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Simplify and Conquer
15% per year for 30 years in 5 minutes.
Feb 12
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50 Mental Models to Think Like a High-Level Generalist
50 disciplines. 50 big ideas. 50 mental models. 10 posts.
Feb 7
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The Most Counterintuitive Study I’ve Read (on Risk)
I wanted to go with “The Most Mind-Blowing Study In Investing,” which, at least from my perspective, would’ve been true. But it would’ve sounded too…
Feb 2
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January 2026
The Learning Method Charlie Munger Never Wrote Down (But Lived By)
Two techniques do most of the heavy lifting.
Jan 26
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