Undiscovered Compounders

Where I’ve Been and the Future of This Newsletter

From Masters of Compounding to Undiscovered Compounders

9 hrs ago • Undiscovered Compounders

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April 2026

Why Smart Investors Should Scare You More Than Bad Ones

The story of a 4x I'm glad I missed.

Apr 21 • Undiscovered Compounders

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When Knowing the Future Makes You Go Broke

Lessons from Haghani & White (2024)

Apr 14 • Undiscovered Compounders

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99 Years of Wisdom Condensed Into 40 Mental Models II

Charlie Munger's 40 Mental Models — Part II

Apr 7 • Undiscovered Compounders

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March 2026

AI Inherited Your Hidden Investing Biases. Science Found How to Fix Them.

48 models tested. 11 biases exposed. A playbook to use AI without importing your own blind spots.

Mar 31 • 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 • Undiscovered Compounders

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7 Counterintuitive Investing Lessons Backed by Data

Not eternal wisdom clichés. Promise.

Mar 20 • Undiscovered Compounders

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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 • Undiscovered Compounders

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The Branch Fallacy: A Repeatable Way to Beat Wall Street

When branches snap, roots get mispriced.

Mar 5 • Undiscovered Compounders

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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 • Undiscovered Compounders

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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 • Undiscovered Compounders

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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 • Undiscovered Compounders

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