How did the TTI portfolio do in Q12023? I cover what I bought, held and sold in 2022, I also dive into company weightings and my unique performance…
Sunday Investment Thread: Business Owners' MindsetWhen you buy a business, do you think of buying it like you would buy the entire business? Do you find this mental model helpful for making bett…
10 Tips you can use today to help you analyze stocks quicker and more effectively.
A low-cap supply chain tech business with great economics and a solid TAM.
Sunday Investment Thread: What do you own that has the strongest moat?Which business you own has the most substantial durable moat and what is that moat? For me, it’s a toss-up between Tencent and Evolution Ab, whi…
Successful investing requires a focus on a company's long-term destination, rather than just its current financials. This is the function of destination…
What's your definition of diversification?How many stocks do you hold and do you feel well diversified with that number?
Discussing How I Use Destination Analysis To Create My Alibaba Playbook

February 2023

Sunday Investment Thread: Which of your stocks is the easiest to own?We all have that one stock that we barely ever have to worry about because it’s just so damn good. Whats the name of one (or more) of these in y…
Discover the Strategies and Trends Behind the Most Successful Investments of the Past Decade
Sunday Investment Thread: What stocks are you buying?What are you buying and why?
A serial acquirer at the top of its game.