Investing

Mar
18
By The Numbers: Costco

By The Numbers: Costco

A case study in long-term focus.
2 min read
Jan
03
Money, Cash, Flows

Money, Cash, Flows

Capital is flowing to the US and out of China.
3 min read
Mar
16
When Markets Stop Caring

When Markets Stop Caring

The warning lights are flashing red.
1 min read
Apr
19
How One Billionaire Makes Decisions

How One Billionaire Makes Decisions

Innovation has one key thing in common with investing: the winners make smart, non-consensus bets.
2 min read
Jun
09
Dear Brother, 9 Thoughts on Wealth Creation

Dear Brother, 9 Thoughts on Wealth Creation

There is incredible power in the idea of “ownership” — stocks, buildings, companies, etc. we cannot create wealth when our money is linked to hours worked.
1 min read