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Find all previous posts in one place!

Welcome to a comprehensive overview of all the posts I’ve shared so far, organized by type for easy reference. Whether you’re looking for in-depth company deep dives, process-oriented insights, valuation approaches, or market commentary, this page serves as a central hub to navigate through all the content I’ve published. Each section below highlights a specific category, with links to the relevant posts, so you can quickly dive into the topics that interest you the most.

• If you’re NEW on the blog, check out this post first!

• Here you can find all of my podcasts.

Table of Contents

1. Deep Dives

• Free Sample Deep Dives

• Thematic Deep Dives

• All Deep Dives

• Earnings Reviews

2. Valuation & Spreadsheets

3. Process

• My 3-Part Perception Change Framework

• AI Tools I Built

• Learning From Well-Known Investors

• Process-Oriented Posts

4. Market Commentary

5. Portfolio Updates

1. Deep Dives

($ = for subscribers only)

Visual Overview:

Free Sample Deep Dives:

• 2026-08: Reddit ($RDDT) – Part 2

• 2026-08: Slide Deck Preview: Amadeus IT Group

• 2026-04: Fair Isaac ($FICO) – Master Piece

• 2025-10: InPost ($INPST) - (generated an IRR of >400% as an acquisition offer emerged 2-3 months post write-up)

• 2025-05: DigitalOcean ($DOCN) - Part 1 - (was up 5x in less than a year post write-up release)

• 2025-05: Monday.com ($MNDY)

• 2025-04: Novo Nordisk ($NVO)

• 2025-04: Computer Modelling Group ($CMG.TO)

Thematic Deep Dives & Watchlist Posts:

• 2026-08: 3 Global Quality Companies

• 2026-06: My Global 150-Stock Watchlist - ($)

• 2026-04: 5 Quality Names Ready to Turn? - ($)

• 2026-02: Video Game Stocks (Nintendo, Sony, Unity, Roblox, Take-Two) - ($)

• 2026-01: Investing in Software When AI Agents Arrive – A Framework for Who Gets Disrupted

• 2025-12: 26 Stock Ideas for 2026 - ($)

• 2025-10: An Untapped Basket Trade - ($)

• 2025-10: Brokerage Business Industry Analysis - ($)

• 2025-08: 22 Stock Ideas Too Interesting to Ignore! - ($)

• 2025-07: Everyone Is Underweight AI! - ($)

• 2024-10: Alcoholic Beverages Sector Analysis - ($)

All Deep Dives:

• 2026-08: Reddit ($RDDT) – Part 4 - ($)

• 2026-08: Reddit ($RDDT) – Part 3 - ($)

• 2026-08: Reddit ($RDDT) – Part 2

• 2026-08: Reddit ($RDDT) – Part 1 - ($)

• 2026-07: Amadeus IT Group ($AMS) - ($)

• 2026-07: Workiva ($WK) - ($)

• 2026-07: Netflix Updated Valuation - ($)

• 2026-07: Wise Can’t Catch a Break! ... And Remains the Most Misunderstood Company in the Market

• 2026-07: Dino Polska ($DNP.WA) - ($)

• 2026-06: Toast Inc. ($TOST) - ($)

• 2026-06: Tencent Music Entertainment (Follow-Up): 4 More Developments That Matter! - ($)

• 26-06: Tencent Music Entertainment Group ($TME) - ($)

• 2026-06: CTS Eventim ($EVD.DE) - ($)

• 2026-05: Deep Dive: Wise Plc. – Betting on the Unexpected?! - ($)

• 2026-05: Wise Plc. ($WISE) – 10 Critical New Insights! - ($)

• 2026-05: Mercado Libre ($MELI) - ($)

• 2026-05: Buying the Network for Peanuts – Additional Thoughts on Tiger Brokers - ($)

• 2026-05: Valuing Grab Holdings Post Foodpanda and Stash Integration - ($)

• 2026-05: Deep Dive: Grab Holdings Ltd ($GRAB) – Master Piece - ($)

• 2026-05: Nintendo - ($)

• 2026-04: Qfin Holdings Inc ($QFIN) - ($)

• 2026-04: LVMH ($MC) – Is the Luxury King Losing Its Crown? - ($)

• 2026-04: Grab Holdings Ltd ($GRAB) – Part 4 - ($)

• 2026-04: Grab Holdings Ltd ($GRAB) – Part 3 - ($)

• 2026-04: Grab Holdings Ltd ($GRAB) – Part 2 - ($)

• 2026-04: Grab Holdings Ltd ($GRAB) – Part 1 - ($)

• 2026-04: Fair Isaac ($FICO) – Master Piece

• 2026-03: Fair Isaac ($FICO) – Part 4 - ($)

• 2026-03: Fair Isaac ($FICO) – Part 3 - ($)

• 2026-03: Fair Isaac ($FICO) – Part 2 - ($)

• 2026-03: Fair Isaac ($FICO) – Part 1 - ($)

• 2026-03: London Stock Exchange Group ($LSEG) - ($)

• 2026-03: Topicus.com Inc. ($TOI) – Master Piece ($)

• 2026-03: Topicus.com Inc. ($TOI) – Part 4 - ($)

• 2026-02: Topicus.com Inc. ($TOI) – Part 3 - ($)

• 2026-02: Topicus.com Inc. ($TOI) – Part 2 - ($)

• 2026-02: Topicus.com Inc. ($TOI) – Part 1 - ($)

• 2026-02: Universal Music Group ($UMG) - ($)

• 2026-02: Revisiting Novo Nordisk ($NVO) - ($)

• 2026-01: Revisiting Edenred ($EDEN) - ($)

• 2026-01: Revisiting Uber ($UBER) - ($)

• 2026-01: Boston Omaha Corp. ($BOC) - ($)

• 2026-01: Trainline ($TRN) - ($)

• 2025-12: Deep Dive: Nippon Paint Holdings ($4612) - ($)

• 2025-12: HelloFresh SE ($HFG) - ($)

• 2025-11: Wix.com ($WIX) - ($)

• 2025-11: Revisiting CMG ($CMG.TO) - ($)

• 2025-11: Revisiting Timee ($215A)

• 2025-11: Fever-Tree ($FEVR) - ($)

• 2025-10: Revisiting Wise ($WISE) - ($)

• 2025-10: Timee Inc. ($215A) - ($)

• 2025-09: Revisiting UP Fintech ($TIGR) - ($)

• 2025-09: Duolingo ($DUOL)

• 2025-09: Nathan’s Famous ($NATH) - ($)

• 2025-09: Revisiting Edenred ($EDEN) - ($)

• 2025-09: Tiger Brokers ($TIGR) - ($)

• 2025-08: Wix.com ($WIX) - ($)

• 2025-08: Revisiting CMG ($CMG) - ($)

• 2025-08: Revisiting Novo Nordisk ($NVO) - ($)

• 2025-08: Revisiting Novo Nordisk ($NVO) - ($)

• 2025-08: Revisiting CMG ($CMG) - ($)

• 2025-07: Zalaris ASA ($ZAL) - ($)

• 2025-07: LVMH ($LVMH) - ($)

• 2025-06: Edenred ($EDEN) - ($)

• 2025-06: Wise ($WISE): Will Stablecoins Kill Wise, Visa, and Mastercard? - ($)

• 2025-06: Ashtead Technology ($AT) - ($)

• 2025-06: innoscripta AG ($1INN) - ($)

• 2025-06: Why Wise’s “Governance Problem” Might Be Its Greatest Strength

• 2025-06: Wise ($WISE) - ($)

• 2025-05: DigitalOcean ($DOCN) - Part 4 - ($)

• 2025-05: DigitalOcean ($DOCN) - Part 3 - ($)

• 2025-05: DigitalOcean ($DOCN) - Part 2 - ($)

• 2025-05: DigitalOcean ($DOCN) - Part 1

• 2025-05: Alphabet ($GOOG) - ($)

• 2025-05: Monday.com ($MNDY)

• 2025-05: Evolution Gaming ($EVO) - ($)

• 2025-04: Brockhaus Technologies ($BKHT) - ($)

• 2025-04: Novo Nordisk ($NVO)

• 2025-04: Computer Modelling Group ($CMG.TO)

• 2025-03: Moncler ($MONC) - ($)

• 2025-03: Alphabet ($GOOG) - ($)

• 2025-02: Meta Platforms ($META) - ($)

• 2025-02: Kering ($KER) - ($)

• 2025-01: Uber ($UBER) - ($)

• 2024-12: Yeti Holdings ($YETI) - ($)

• 2024-12: Meta Platforms ($META) - ($)

• 2024-10: Celsius Holdings ($CELH) - ($)

• 2024-07: Paycom ($PAYC) - Part 3 - ($)

• 2024-07: Paycom ($PAYC) - Part 2 - ($)

• 2024-07: Paycom ($PAYC) - Part 1 - ($)

Earnings Reviews:

• 2026-08: Nintendo Q1: The Old Console Just Outgrew the New One!

• 2026-07: Discussing Wise’s Q1 FY27 Results

• 2026-05: Grab’s Q1 Paradox – Record Profits Meet the Indonesian Regulatory Wall - ($)

• 2026-04: Robinhood’s Entry into Singapore: Assessing the Competitive Threat to Tiger Brokers and Futu

• 2026-03: Earnings Review: Tiger Brokers - ($)

• 2026-03: Earnings Review: Timee ($215A) - ($)

• 2025-08: Earnings Review Monday.com ($MNDY) - ($)

• 2025-07: Earnings Review: Meta Platforms ($META)

• 2025-07: Earnings Review: Ashtead Technology ($AT) - ($)

• 2025-07: Earnings Review: Brockhaus Technologies ($BKHT) - ($)

• 2025-06: Earnings Review: Brockhaus Technologies ($BKHT) - ($)

• 2025-05: Earnings Review: Computer Modelling Group ($CMG.TO) - ($)

2. Valuation & Spreadsheets

($ = for subscribers only)

• 2026-07: The One Problem With DCFs That Quality Investors Can’t Ignore

• 2025-11: My Updated TSR Model for Valuing High-Quality Growth Companies - ($)

• 2025-10: Value Investing 3.0 & The Next Evolution of Stock Screening - ($)

• 2025-09: How I Built My Investing Dashboard on Koyfin (And Why It Changed My Process) - ($)

• 2025-08: The Ultimate Base Rates Guide – From Optimism to Realism in Valuation - ($)

• 2025-07: The Total Shareholder Return Valuation Method: A Practical Framework for Long-Term Investors - ($)

• 2025-03: Can Simple Metrics Trump Complex Valuation Approaches? The Truth About Multiples ... - ($)

• 2024-09: The World’s Most Expensive Stock Markets: A Look at Global Valuations! - ($)

3. Process

($ = for subscribers only)

My Perception Change Framework:

• 2026-01: My “Perception Change” Framework – Technical Analysis (Part 3) - ($)

• 2026-01: My “Perception Change” Framework – Qualitative Instruments (Part 2) - ($)

• 2026-01: Playing a Different Game: When Fundamentals Aren’t Enough Anymore! (Part 1)

• 2025-03: From Soros to Buffett: Exploring the Art and Science of Market Timing - ($)

AI Tools I Built:

• 2026-07: Build Your Own AI Superforecaster: Base Rates, the Outside View, and the Prompt I Use - ($)

• 2026-07: How I Turned Claude Into a Private Analyst for My Top 5 Holdings - ($)

• 2026-04: How NotebookLM Can Transform Your Investment Research Process!

Learning From Well-Known Investors:

• 2025-12: Learning from Henry Ellenbogen

• 2025-10: 7 Timeless Takeaways from Peter Lynch’s First Interview in Years!

• 2025-03: Learning from Rob Vinall! - ($)

• 2025-02: 10 Lessons from Li Lu’s Newest Speech on Global Value Investing!

• 2024-12: Inside Jeff Bezos’ Mind: Lessons on Growth, Leadership, and the Future of Humanity

• 2024-12: 10 Lessons From Chris Mayer’s Recent Interview!

• 2024-10: Unpacking Nick Sleep’s Robustness Ratio: A Deep Dive into Customer-Centric Moats - ($)

Process-Oriented Posts:

• 2026-06: The Paradox of Investment Skill: Why Exceptional Thinkers Fail in Crowded Games

• 2026-06: How to Measure Investing Skill: A Practical Framework to Isolate Your True Alpha

• 2026-05: Strategic Minorities: How “Toehold” Investments May Predict Multi-Bagger Returns

• 2026-03: The 10 Hidden Dangers of the PE Ratio: The Definitive Guide to Wall Street’s Most Overused Metric

• 2025-12: What Prediction Markets Reveal About Stock Picking

• 2025-11: How to Play the Coming Oil Supply Crunch: A Simple Mental Model for a Complicated Commodity Cycle - ($)

• 2025-11: The Subtle Art of Capital Allocation

• 2025-10: Shameless Cloning 2.0: Pabrai’s Idea, Upgraded for 2026 - ($)

• 2025-10: Flexing a Moat Too Hard? How Twitch Lost What Looked Unbreakable!

• 2025-10: Timing the Market or Owning the Business? The Eternal Investor’s Dilemma

• 2025-09: The Two Faces of Conviction: Speed, Patience, and What Really Wins in Markets

• 2025-08: The 3 Pillars of Smart Decision-Making! – And What Gold Teaches Us About Them - ($)

• 2025-07: The Investor’s Real Edge? Subtraction

• 2025-06: Build the Portfolio Only You Could Build: Turning Experience Into an Investing Edge

• 2025-06: When the Wisdom of Crowds Turns Mad!

• 2025-05: Why Not All Growth Is Created Equal: A Rule of Thumb for Pricing Power - ($)

• 2025-05: Forget ROIC! This Metric Tells You How Well a Business Really Compounds - ($)

• 2025-05: From Reported to Real: The Hidden Economics of Novo Nordisk’s Cash Flow

• 2025-04: Thinking in Bets: What Poker and Horse Racing Teach Us About Markets

• 2025-04: The Equity Yield Curve: Why the Long Game Pays Better Than You Think - ($)

• 2025-04: 4 Ways to Assess The Current State of the US Stock Market and Its Future Prospects - ($)

• 2025-03: Has the US Market Left The “Zone of Reasonableness”? Decoding Buffett’s Wisdom - ($)

• 2025-03: Some Thoughts on Taking Calculated Risks Early in Your Investing Journey - ($)

• 2025-03: Why I’m More Successful Than Elon Musk - ($)

• 2025-03: When to Buy, When to Sell? A Surprising Paradox in Long-Term Investing + A Rule of Thumb - ($)

• 2025-02: The Confidence Paradox: Cash Management in Roaring Markets - ($)

• 2025-02: Logarithms, S-Curves, and the Truth About Gaining Investing Expertise! - ($)

• 2025-01:Why the Best Investment Opportunities Are to Be Found Where No One Is Looking! - ($)

• 2025-01: A Reinvention of the Rule of 40? Invest Smarter with the Rule of X! - ($)

• 2025-01: Triple-Digit Returns: Luck, Leverage, or Illusion? - ($)

• 2024-12: The Power of Asymmetric Bets in Stock Investing

• 2024-12: The Tax Trap: Why Long-Term Compounders Deserve a Long-Term Commitment - ($)

• 2024-12: 5 Lessons from Roger Federer’s Dartmouth Speech That Can Make You a Better Investor

• 2024-12: Why Cryptocurrencies Become Less Risky as Prices Rise & Vice Versa! - ($)

• 2024-11: Navigating Social Media’s Investing Advice: Separating the Wheat from the Chaff

• 2024-11: One of My Most Underrated Tools for Investment Idea Generation: Fund Letters - ($)

• 2024-11: Why Investing Shortcuts Won’t Get You Warren Buffett Returns!

• 2024-10: Getting Started the Right Way: 5 Timeless Lessons from a 10-Year-Old Ian Cassel Blog Post

• 2024-10: Why Trimming Your Portfolio Isn’t the Solution: Focus on Selectivity Instead! - ($)

• 2024-09: The ULTIMATE Beginner’s Guide to Investing in Stocks (2024 Edition) - ($)

• 2024-09: The Passive Investing Illusion

• 2024-08: Framework First!

• 2024-07: Why Compounding Doesn’t Work the Way You Think It Does! - ($)

4. Market Commentary

• 2026-08: 1,000 True Fans?

• 2026-08: 8 Signs the AI Bubble Is Further Along Than You Think

• 2026-07: Buy Good Companies, Don’t Overpay, Do EVERYTHING ...

• 2026-07: The Analytical Edge Was Dead. AI Might Be Bringing It Back.

• 2026-06: Navigating the Froth: 6 Alternative Signs of a Market Top

• 2026-04: The Golden Age of Stock Picking? Why Today’s Volatility Explosion Is an Active Investor’s Dream - ($)

• 2026-04: Is One of the Market’s Most Reliable Warning Signals Failing?

• 2026-03: South Sea Bubble 2.0? Notes from the 2026 Fundsmith AGM

• 2026-03: The “Citrini Bottom” – The Great Software Re-Rating of 2030

• 2026-02: Big Tech’s $5 Trillion AI Sinkhole?

• 2026-01: Investing in Software When AI Agents Arrive – A Framework for Who Gets Disrupted

• 2026-01: Investing in China When the Rules Are Changing: Opportunity, Illusion, and Tail Risk - ($)

• 2025-11: The Next Subprime? Jeffrey Gundlach’s Deeply Bearish Take On Private Credit

• 2025-09: Brockhaus Technologies and the Fragile Foundation of Policy-Driven Demand - ($)

• 2025-08: Finding Opportunity in the Market’s Blind Spots! - ($)

• 2025-08: Is It Time to Raise Cash Again? My Read on the Market’s “Top-ish” Signals

• 2025-07: Open Letter to Marco Brockhaus, CEO of Brockhaus Technologies AG

• 2025-07: Everyone Is Underweight AI! - ($)

• 2025-07: J.P. Morgan Beat the Tech Giants. Who’s Next? - ($)

• 2025-06: Everything You Thought Was Safe… Isn’t Anymore! – Jeffrey Gundlach Unpacks the Shift

• 2025-06: The AI Shockwave: Why Tech Is Riskier Now Than Ever Before

• 2025-05: Rob Vinall on Tariffs, EVs, and the Future of Investing in China

• 2025-05: You Missed the Bottom? Read This!

• 2025-05: Everyone Thinks the Market Is Doomed! But The Data Says Otherwise...

• 2025-04: From U.S. Premium to Global Paranoia: A New Era for Investors? - ($)

• 2025-04: Trump’s Tariff Playbook, the Fed’s Dilemma, and the Risk of Undermining Market Confidence: Key Takeaways from Citi’s Nathan Sheets - ($)

• 2025-04: The Most Irrelevant Earnings Season the World of Stocks Has Ever Seen? - ($)

• 2025-04: Three Probability Lenses on America’s Market Outlook

• 2025-04: Navigating the Pendulum: How Market Whiplash and “Trumpism” Are Reshaping U.S. Exceptionalism - ($)

• 2025-04: Forced Liquidations Still Looming? Jeffrey Gundlach’s Market Warnings - ($)

• 2025-04: Black Monday Looms: Why I’m Ready—and You Should Be Too - ($)

• 2025-03: What Do Ray Dalio and Salesforce’s CEO Know about the Future that You Don’t? - ($)

• 2025-03: Inside the Mind of Jim Chanos: 8 Lessons Every Investor Needs to Know - ($)

• 2025-03: Is the Market on the Brink of Another 1929 Crash? - ($)

• 2025-02: Meta’s AR Ambitions: WhatsApp as a Strategic Edge in the Smart Glasses Race? - ($)

• 2025-02: Who’s Next? The Inevitable AI Shake-Up Headed for the S&P 500 - ($)

• 2025-02: Not All Reinvestment Is the Same: How Two Companies Reinvented Growth Strategies - ($)

• 2025-01: DeepSeek & The Race to Zero: How AI Will Become a Zero-Cost Commodity (and What It Means for Big Tech) - ($)

• 2025-01: The S&P 500: Not As Overvalued As You Might Think? - ($)

• 2025-01: The Diversification Illusion of the S&P 500: A Warning for Passive Investors - ($)

• 2024-12: Playing Devil’s Advocate: What Could Derail Meta’s Growth? - ($)

• 2024-12: The “Mother of All Bubbles”: Are We Approaching a Market Top? - ($)

• 2024-11: The Bubble Quietly Forming in Quality Stocks! - ($)

• 2024-11: Why I’m Not Raising Cash Right Now! - ($)

• 2024-10: The Explosive Rally in Chinese Equities: Is This the Start of a Long-Term Bull Market? - ($)

• 2024-09: Google’s Business in the Face of AI Disruption: A Shareholder’s Perspective - ($)

• 2024-08: The Evolution of ETFs: Are Active ETFs a Blessing or a Curse? - ($)

• 2024-08: Unveiling Sam Altman’s True Net Worth: A Closer Look at His Investment Empire

• 2024-08: Navigating a Volatile Market: Why Now is a Stock Picker’s Paradise

• 2024-07: The $10 TRILLION Club: How High Can Microsoft, Nvidia & Apple Go?

Macro & Micro Insights:

• Macro & Micro Insights: Interesting Resources! (August 2026 Edition)

• Macro & Micro Insights: Interesting Resources! (July 2026 Edition)

• Macro & Micro Insights: Interesting Resources! (April 2026 Edition)

• Macro & Micro Insights: Interesting Resources! (March 2026 Edition)

5. Portfolio Updates

• 2026-05: Symbolic Penalties and Maximum Fear: Why I Am Not Selling My Tiger Brokers Shares - ($)

• 2026-04: Robinhood’s Entry into Singapore: Assessing the Competitive Threat to Tiger Brokers and Futu

• 2026:04: Portfolio Update: Four Recent Transactions - ($)

• 2026-01: Why I Sold a Position + The Big “Is Software Still Investable?” Question - ($)

• 2026-01: Annual Letter 2025

• 2025-11: Portfolio Update: Why I Sold One Stock and Doubled Down on Three Others - ($)

• 2025-10: Portfolio Update: More Reshuffling + Some Big Shifts - ($)

• 2025-10: Portfolio Changes Amid Yet Another U.S.–China Scare: Trading Down in Quality to Trade Up in Returns? - ($)

• 2025-09: Portfolio Update: Adding to Two Positions & One New Buy - ($)

• 2025-08: Why I Just Cut a Stock I Liked – and Took My Portfolio Down to 9 Positions - ($)

• 2025-07: Half-Year Investor Letter – July 2025

• 2025-07: Big Portfolio Changes: Rotating Out of Meta and Into More Asymmetric Bets - ($)

• 2025-06: Portfolio Update: Four Moves, One Theme ... - ($)

• 2024-12: Year-End Reflections: Lessons, Mistakes, and Successes from 2024

• 2024-12: Why I Own These 9 Stocks: Revealing My Portfolio for 2025 - ($)