Archive - Jimmy's Journal

Better Than Bloomberg: The 15 Investment Tools That Will Make You a Better Investor

🧠 Bloomberg is great. But this toolkit is smarter, leaner, and (mostly) free...

Jun 19 •

The 3 Mental Models That Top Investors Use (But Rarely Talk About)

🧠 Why some investors see the game differently - and how you can too...

Jun 16 •

Growth vs. Value: A False Dichotomy

Why investors should stop picking sides and start thinking like business owners...

Jun 12 •

Monthly Portfolio Update #7 | +37,05% CAGR Through High-Quality Investing

May 2025: what worked so far and key trades...

Jun 9 •

How to Invest in Your 20's, 30's, and 40's

Asset Allocation: what to prioritize in your 20's, 30's, and 40's to secure your financial future...

Jun 5 •

How to Read a 10-K Like Warren Buffett

Learn to spot what really matters inside any annual report...

Jun 2 •

May 2025

The 15 Books That Will Make You a Better Investor

The best books to sharpen your thinking and improve your investing (with all the links)...

May 29 •

The Platform Playbook: Why They Dominate +32% of My Portfolio

Platforms and the New Economy: rethinking how value is created...

May 26 •

How to Read a Cash Flow Statement Like a Pro Investor

Learn to read a cash flow statement like a pro in just 8 minutes...

May 22 •

Earnings Season Q1 2025 | Part #2

Our view on the earnings results reported so far by the companies we’re invested in...

May 19 •

Why Buffett Hates Airlines. A Case Study

A business built to fly, but not to compound: why airlines rarely deliver lasting shareholder value...

May 15 •

📈 Jimmy's Trade Alert #2 | Taking Profits After an +81% Run-Up

Rebalancing the portfolio and reassessing risk-reward going forward...

May 14 •

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