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Margin of Safety: A Probabilistic Approach
Jul 14, 2021

Margin of Safety: A Probabilistic Approach

TEVA: A Highly Asymmetric Bet?
Jul 06, 2021

TEVA: A Highly Asymmetric Bet?

What Is Playing For Doubles?
Jul 05, 2021

What Is Playing For Doubles?

On Seeking Asymmetry
Jun 29, 2021

On Seeking Asymmetry

Heads You Win Big, Tails You Lose Little

Opera (OPRA): A Future Multi-bagger
Jun 21, 2021

Opera (OPRA): A Future Multi-bagger

Return on Ambition
May 06, 2021

Return on Ambition

Tesla, Facebook, Twitter, Shopify

Uber TAM: A Case Study + What's Really in a TAM?
Mar 30, 2021

Uber TAM: A Case Study + What's Really in a TAM?

Investing is a Homerun Hitter's Game
Mar 02, 2021

Investing is a Homerun Hitter's Game

What Babe Ruth teaches us about Stock Picking

More Laws of Marketing (#3 to #6)
Feb 22, 2021

More Laws of Marketing (#3 to #6)

The Laws of Marketing
Feb 08, 2021

The Laws of Marketing

Violate Them At Your Own Risk

Studying Winning Stocks: Analyzing Costco (COST) in 2005
Jan 27, 2021

Studying Winning Stocks: Analyzing Costco (COST) in 2005

Can You Spot a 10-Bagger?

Skillz (SKLZ)... and a Wonderful Surprise!
Jan 16, 2021

Skillz (SKLZ)... and a Wonderful Surprise!

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Invest like a VC in the stock market, and outperform index funds. Let me convince you by showing you in real time.

Playing For Doubles

Invest like a VC in the stock market, and outperform index funds. Let me convince you by showing you in real time.

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