Aug 27, 2026
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1 min read
Buy great companies. Then sit on them.
Aug 23, 2026
7 min read
Approach options like a venture capitalist instead
Aug 18, 2026
4 min read
Cloning Works. But are you actually a cloner?
Aug 10, 2026
6 min read
Backtesting a strategy that turned $10K into $660K over 1031 historical trades.
Aug 4, 2026
Both can double. But only one deserves a spot in the Coffee Can.
Jul 28, 2026
5 min read
The market is staring at a falling take rate. I’m counting the dollars underneath it.
Jul 23, 2026
Global Payments (GPN) and dLocal (DLO) are both priced to go up 100%.
Jul 17, 2026
What Strategy’s First Bitcoin Sale In Four Years Actually Did
Jul 14, 2026
What to Do When You're Winning... and When You're Not
Jul 10, 2026
And How to Estimate What A Call Will Be Worth, Given A Move In The Stock
Jul 7, 2026
Leverage Without Borrowing
Jul 2, 2026
And Find Out If You Have An Edge
