My Blog
Thoughts on financial literacy, investing, and building wealth over the long term.
Cracking Open the Hood: Understanding Business Fundamentals
The first rule of equity research: understand how a business actually makes a dollar.
Building Better Investors: Introducing the Research Framework Series
What the seven-part equity research series covers, and why the framework matters.
Growing Together: Why Every Young Person Deserves a Piece of the Market
Why giving young people a real stake in the market early builds lasting financial security.
Why Less Market Transparency Could Cost Everyone
How fewer earnings reports and Fed dot plots could reshape capital markets.
MSGS: Keeping Winning
Why Madison Square Garden Sports is one of my highest conviction ideas.
Let's Zoom In
A Sum-of-the-Parts look at Zoom and its hidden Anthropic stake.
The First One
My background in investing and what the Prosperity Labs project is about.
More posts coming soon.