Portfolio Permutations

On Portfolio Composition

Studying Winning Stocks: Costco in 2005

Can you spot a 10-Bagger?

Many Bets, A Few Big Payoffs

And Compressing The Investment Timeframe

Cheat Days in Investing

And The Speculation Sandbox

Teladoc’s Defer to the CEO Moment

Defer to the CEO

They're in Charge

What's in a Pull Forward?

Questions to be Asking

Imposter Syndrome in the Stock Market

And How to Deal With It

First Update: Stock Market Contest

The New World Order

Investing Homeruns

How big do they need to be?

The Magic of Compounding Takes (a long) Time To Experience

Why I Bought Pinterest (Part 2)