Ideas
Ideas worth sharing.
2026
11 ideasDCA into BRK
A beginner's guide to dollar-cost averaging: invest steadily, build a foundation, and keep a small sleeve for learning. Financial fitness comes from discipline.
Read articleJim Simons in a Nutshell
From market data to measured bets: a simple framework for understanding quantitative trading, risk, and the discipline behind systematic investing.
Read articleThe Flying Pigs 360
Horses that can drive cars will replace horses that can't. Pigs will fly, in a full circle, and Uncle Sam's flies highest. And the six-figure safety net is already thin. A tour of the AI story, and of the last time machines rewired society.
Read articleThe Real "Estate" Bubble
Many families treat their home as their estate. Slower population growth, higher rates, rising upkeep, cheaper building and changing work all point the other way. A look at why a home is shelter first, and a weak plan for wealth.
Read articleLollapalooza of X
A thought experiment: fold Tesla into SpaceX, name the result X, hand the keys to Gwynne Shotwell, and point it at the most expensive line in Amazon's accounts, the last mile, then at the slowest one, the ocean in between. When four or five forces push the same way, one plus one can make eleven.
Read articleInvesting Lessons From Darwin
Evolution, boiled down to three investing mantras: avoid big risk, buy high quality at a fair price, and be very lazy.
Read articleThe AI Gold Rush
The four biggest cloud companies plan to spend up to $745B on AI this year. Like 1849, the surest money so far is in selling the shovels, and the biggest risk is for the miners who borrowed to buy them.
Read articleA Tale of COMLB26
My license plate, the math of 26% compounding, and why time is the greatest asset an investor can own.
Read articleA Tale of Compounding
$24, 7.15% a year, 400 years, $24 trillion. The Manhattan thought experiment, and why time is an investor's most powerful advantage.
Read articleThe Pre-Flight Checklist
Munger's four checks and Bill Ackman's eight, on one page. Run them before every buy.
Read articleWarren Buffett in a Nutshell
Three mentors, three lessons, four pillars: Buffett's entire investing philosophy on one page.
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