7 Powers - Why The Truly Best Companies Continue to Outperform
Why only a handful of companies consistently outperform the market
Infographic: Every Microsoft Acquisition Since 1986
It’s a lot!
Checking in on The Unluckiest Market Timer I Know
Despite buying at a market peak in February 2025 and watching investments drop 20%, the S&P 500 rebounded to new all-time highs just four months later.
You don’t need perfect timing to invest.
History Meets Galaxy with Tony Gilroy and Mike Duncan
Not investing related, but this interview combined two of my favorite things, Andor and the podcasts The History of Rome & Revolutions. It was fun listening to how Gilory draws on history to shape his stories and characters, and how we turn complicated histories and characters into easy to understand stories.