3 Reasons Why Obsessing Over the Little Things Won’t Make You HealthierI spent over 1,000 hours looking into these questions to improve my health.Oct 22Oct 22
3 Things to Consider Before Buying A Moat — Musing ZebraNot all moats are the same. Some moats are wider but not as durable, while others might be durable but have little growth opportunities…Jul 24, 2021Jul 24, 2021
3 Types of Capital Allocation MoatsI previously wrote about the 7 types of moats of quality companies. Another way to look at moats is from a capital allocation perspective…Jul 16, 2021Jul 16, 2021
10 Takeaways from Investing for GrowthInvesting for Growth is a compilation of Fundsmith’s annual letters and articles Terry Smith wrote for the Financial Times. Just a bit of…Jul 3, 2021Jul 3, 2021
How to Pick a CarImagine you want a car. What car should you pick? First, you have to know why you want a car right. You probably also have a few criteria…Jun 29, 2021Jun 29, 2021
One Easy Way to Improve Your Judgment — Musing ZebraThe mistake we often make when valuing a stock is overestimating the business growth potential, how much free cash flow it can generate…Jan 23, 2021Jan 23, 2021
10 Best Books on Risk — Musing ZebraWhen Genius Failed: The Rise and Collapse of Long-Term Capital Management by Roger LowensteinNov 22, 2020Nov 22, 2020
What Should You Buy? — Musing ZebraI think it is easier to figure out what not to buy than what to buy. If we can weed out the stocks to avoid, we’ll be a step closer to…Oct 14, 2020Oct 14, 2020
8 Books on Worldly Wisdom — Musing ZebraHow do we attain wisdom? It starts with knowledge. What kind of knowledge should we acquire? Peter Kaufman’s three buckets of knowledge…Sep 16, 2020Sep 16, 2020
What is Value Investing? — Musing ZebraWhat is value investing? It is to buy a business for less than what it’s worth. We can break this into three parts.Sep 14, 2020Sep 14, 2020