Sitemap - 2023 - From 0 to 1 in the Stock Market

Aiming for Worldly Wisdom

Charlie Munger's Unusual Brilliance

Mercado Libre Q3 Earnings Review

Visa Q4 Earnings Review

Thoughts on Growth Investing

Texas Instruments Q3 Earnings Review

My Reads Throughout 2023

My Research Is Turning Paid

Research, BIM Software Industry

Zoetis Q3 Earnings Review

François Rochon: The Beauty Element

François Rochon Investment Philosophy

Why Do Fundamentals and Prices Converge?

Google Q3 Earnings Review

The Curse of Compounding

Nick Sleep Solved Disruptive Innovation

Microsoft Q1 Earnings Review

Tesla Q3 Earnings Review

Under The Lens Of Disruption: Tesla

ASML Q3 Earnings Review

How Disruption Works

Traditional Metrics Are Fundamentally Flawed

Detaching the crowds

Business Models

Advice for Managers

The Most Neglected Component of Valuation

Approaching Both Types of Technologies

Research, Zoetis: Thesis and Financials

Old Notes

Compounding Research

Research, Zoetis: Industry

Read Widely

The Thing That Doesn't Change

Zoetis Q2 Earnings Review

Mercado Libre Q2 Earnings Review

Profits Kill Businesses

Texas Instruments Q2 Earnings Review

Visa Q3 Earnings Review

The Dichotomy of Disruption

Google Q2 Earnings Review

Microsoft Q4 Earnings Review


Tesla Q2 Earnings Review

ASML Q2 Earnings Review

Network Effects

Zero to One

Microsoft Self-stated Vision

Research, Zoetis

Partnership Performance, H1 2023

My Investment Philosophy and Philosophy

First Year Writing

Moving Forward

Not a Zero-Sum Game?

Lessons from Nvidia


We Are Not Wired That Way

MELI Q1 Earnings Review

Wandering through Nick Sleep letters

Visa Q2 Earnings Review

Texas Instruments 1Q Earnings Review

A Novel Thinker

Google Q1 Earnings Review

Microsoft Q3 Earnings Review

Detaching the crowds

Tesla Q1 Earnings Review

ASML Q1 Earnings Review

I Started a Podcast

DCF Models

Terry Smith's Genius Letter

Research: Google, Part 2

The Unescapable Paradox

Three Very Insightful Findings

Terry Smith's Philosophy

Research, Google

Portfolio Rebalancing

Azure and Cloud Computing


Mercado Libre Earnings Review

Warren Buffett’s 3 Crucial Letters

How to decently analyze quarterly results

Large Tech Earnings Overview

Research: Visa

How to Find an Edge

Google Earnings Review

Warren Buffett’s Actual Strategy Early On

Texas Instruments Q4 2022 Earnings Review

Microsoft 2Q Earnings Review

What to do once fully invested


My Encounter With Reality

Yearly Recap