Introducing Office Hours

Quick Portfolio Update

2-Years Investing in Public: The Good, The Bad, The Ugly

Margin of Safety: A Probabilistic Approach

TEVA: A Highly Asymmetric Bet?

What Is Playing For Doubles?

On Seeking Asymmetry

Heads You Win Big, Tails You Lose Little

Opera (OPRA): A Future Multi-bagger

Return on Ambition

Tesla, Facebook, Twitter, Shopify

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

Investing is a Homerun Hitter's Game

What Babe Ruth teaches us about Stock Picking

More Laws of Marketing (#3 to #6)