Sold my startup. Now managing my own portfolio full-time. Finding undervalued businesses.
Dec 27, 2025
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14 min read
Why the Owl survives the AI apocalypse, but Photoshop might not
Dec 3, 2025
20 min read
Analysis of Fortune 100, 500, and 2000 companies shows three distinct AI strategies and where UiPath Maestro fits
Dec 2, 2025
16 min read
What Cramer’s Failed Dot-Com Picks Teach Us About the Risks in Today’s AI Infrastructure Boom
Aug 29, 2025
9 min read
Learn from Wall Street's costliest blunders from this psychological trap
Aug 18, 2025
7 min read
Why Wall Street may be misjudging this quiet insurtech
Aug 11, 2025
Can Root's hyper-efficient partnership model create a dominant moat in the auto insurance industry?
Jul 18, 2025
12 min read
What I'm watching and expecting for $LMND's second quarter results
Jul 15, 2025
18 min read
Tempus is building a data flywheel to power the next generation of medicine
Jun 18, 2025
5 min read
Their "higher-for-longer" plan ignores the clear collapse in shelter inflation, the single biggest part of CPI
Jun 17, 2025
A widening data gap is threatening main street banks. Technology is the lifeline
Jun 3, 2025
4 min read
The reason Warren Buffett says to beware of reliance on stock market beta
May 31, 2025
6 min read
As the value chain splits, Robinhood's aggregation & Upstart's underwriting may define future fintech success
May 28, 2025
10 min read
How a fully matured digital ad market is now fueling true disruptive potential in insurance
May 27, 2025
8 min read
The official and quick way to pull management share ownership & sales
May 26, 2025
The "super investor" secret to success? Patience in an age of instant reactions.
May 23, 2025
13 min read
This $2B AI-first disruptor is taking on century-old insurance giants
May 19, 2025
While markets reward legacy profits, modern distribution-native companies are gaining ground
May 12, 2025
Why legacy insurers are destined to fall behind in AI
May 4, 2025
Geico risks repeating Blockbuster's fate through its current AI complacency
May 2, 2025
Peeling Back the Layers: Lemonade’s Losses Aren’t What They Seem
