Circle of Competence Investing: Why I Passed on a Fast-Growing Stock
I almost bought a fast-growing stock at 52-week lows. Here’s what passing taught me about circle of competence investing, conviction, and investing discipline.
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Novo Nordisk Stock: The Duopoly Thesis in the GLP-1 Weight Loss Market
Novo Nordisk stock just dropped 15% after disappointing trial results. Here’s why I’m still holding, what the $150 pricing move really means, and why the GLP-1 obesity market may still support a powerful duopoly.
Intuit Stock and the AI Panic: The Small Business Reality
Is AI really going to replace accounting software? When Intuit stock fell under $400, I didn’t panic — I leaned on what I know from running small businesses.
Make the Good Stuff Happen Automatically
What if the key to long-term health, savings, and peace of mind isn’t discipline, but removing decisions? A reflection on building a life that works automatically.
When Gold Glitters and Bonds Don’t Blink
Gold is surging again, yet bonds barely flinch. Here’s what that quiet disagreement reveals about inflation, hidden taxes, and where steady investors can still find shelter.
Living Well Within Our Means
We’ve learned that living well isn’t about having the biggest house or the flashiest things. It’s about shaping what you have into enough, planning with purpose, and choosing experiences that last longer than stuff ever could.
The Snowball and the Bike: Teaching Kids the Power of Compound Interest
A new bike, a little umpire money, and the lesson that time does the heavy lifting. Here’s how I’m teaching my kids that saving before 20 is the real snowball effect — with a simple tool to show the magic of compounding.
I Missed Intel — And That’s Okay
I skipped Intel at $20 because the numbers looked terrible, only to watch the government step in with unprecedented support. Missing wasn’t failure—it was discipline, and patience is what keeps you in the game.
Why I Added to My CROX Position
Crocs stock fell 27% on earnings, but I added to my CROX position. Here’s why I believe in dollar-cost averaging, brand strength, and long-term durability despite short-term uncertainty.
The Hardest Part of Inheriting Isn’t the Money
We think the hard part of inheritance is dividing money. But the real challenge is speaking up before things fall apart—and living with the discomfort of being the one willing to do it.
Why I Bought $GOOG at $155 — and Think the Market Got it Wrong
Google’s 10% dip is an overreaction. With a 17x P/E, top-tier AI (Gemini), YouTube dominance, cloud growth, and a massive $80B buyback, $GOOG is the best deal in Big Tech.
I Wasn’t Going to Buy… Then I Did
After saying I wouldn’t buy yesterday, I saw signs in the bond market and political landscape that told me it was time to move. Here’s why I bought NVO and CROX—and what happened next.
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