Posts
All the articles I've posted.
Money Basics: What a market crash means when you're 25
The scariest headline of your investing life is actually a bargain.
Thesis: Xbox is a good business managed badly
Halo, Call of Duty, Bethesda, 200 million users, 3% operating margins. Microsoft has some of the best assets in gaming and runs them worse than anyone else could.
The Alpha and Beta of Everything
Two Greek letters from the dusty corner of finance quietly explain not just investing, but most of a life well lived. Once you learn to see them everywhere, you can't unsee them.
Head to Head: JNJ vs. PFE
64 years of unbroken raises. A dividend bigger than the company's earnings. Same industry, opposite signals.
Money Basics: What a dividend is actually telling you
It's not a bonus — it's a forced sale with tax, and a quiet confession about what management thinks they can do with your next dollar.
Head to Head: JPM vs. BAC
For ten of fourteen years BAC was the better holding. One structural inflection in 2022-2023 changed that. Here's why I think it sticks.