No-End Dividend
Stock 8/25
Another high-quality dividend-paying business franchise for the NED.
Technology
The Central Bank of Nvidia, Part #2
The Nvidia Put & Open AI = Subprime Lender
Technology
The Central Bank of Nvidia
NVDA has replaced the Fed. The next phase of the cycle.
No-End Dividend
Stock 7/25
>10% earnings yield and a growing dividend since forever...
AI
Nvidia's future and the Chinese market
Chat GPT-5 and the era of "Compute Rationing"
politics
What the hell is happening? August 2025
The AI stack is a reflexive loop. The debt is a flaming comet. And you’re still buying the dip? Thoughts on "Biden 2.0" and market scenarios for this term.
Technology
Duolingo in the post-AI world
Memo on Duolingo, 3.5 years and a multi-bagger later.
Technology
The AI Tech Playbook, Part #2
From Apps to Access Points. AI Stack Watchlist inside.
investing resources
Crypto Vs Equities
What do you choose? Where do you go? Thoughts.
thoughts
Can Part-Time Investors Make Money?
REALITY OR TRAP?
investment mindset
Life Cycles are Life
Life Cycle > Hype Cycle
investing resources
Investing like a Greek God
Lessons from Mythology.