Reflections & Stock Ideas

Forget ROE. This Is the Metric That Actually Matters

My entire analysis framework changed after I discovered this metric...

Jul 3 •

The 5 Most Dangerous Biases in Investing (And How to Avoid Them)

How behavioral biases sabotage your investments - and what to do about it...

Jun 26 •

Growth vs. Value: A False Dichotomy

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

Jun 12 •

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

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

May 26 •

How to Spot Companies with Real Economic Moats

How to identify companies with sustainable competitive advantages using ROIC, margins and market share...

May 8 •

Net Income Doesn't Matter. Look for Free Cash Flow (FCF).

A quick note on why free cash flow should be your guiding light - not necessarily net income...

Apr 24 •

5 Inflation-Proof Stocks to Watch in 2025

High inflation? No problem. These stocks are designed to handle it...

Mar 17 •

Top-5 Out-of-Consensus Investment Ideas for 2025

Unconventional opportunities the market is overlooking in 2025...

Feb 14 •

What I Learned After 8 Years Working as an Equity Analyst

Many mistakes were made along the way, and there’s so much I’ve learned...

Feb 10 •

How to Define the Total Addressable Market (TAM): Uber's Case Study

Exploring how Uber’s innovation redefined market boundaries and expanded the concept of TAM

Dec 26, 2024 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts