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The 15 Academic Papers That Will Make You a Better Investor
Apr 21, 2025
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Better Than Bloomberg: The 15 Investment Tools That Will Make You a Better Investor
Jun 19, 2025
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How to Read a Cash Flow Statement Like a Pro Investor
May 22, 2025
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Born to Be Claude: 5 Best Prompts For Analyzing a Stock
Sep 4, 2025
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Trade Alert #11: It’s Time to Double Down
If the market gives us the opportunity, we follow the process
Feb 16
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The Investing Mistake That Can Cost Your Entire Wealth
Why growth is not a proxy for value creation - and how not to lose money by believing it is
Feb 12
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54
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The 21 Non-Investing Books That Will Make You a Better Investor
My personal selection of books that will help you become a more complete investor
Feb 9
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Jimmy Investor
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SaaS Is Dead. Nobody Is Immune.
AI and vibe coding are killing software - and you should be preparing for what comes next
Feb 5
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Portfolio Update: February 2026
+182.30% since inception (and an important note for readers)
Feb 2
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Operating Leverage: The Hidden Multiplier of Returns
The simple framework that turns growth into compounding
Jan 29
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Semiconductor Industry Outlook 2026
Follow the money: top picks across AI, memory, equipment and EDA
Jan 26
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Trade Alert #10: We Just Initiated a NEW 8.0% Position in the Portfolio
We sold two defensive positions to buy something we’ve never owned before
Jan 22
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My Top-10 Quality Stocks for 2026
High-quality businesses that can outperform the market in 2026…
Jan 19
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