Blog

I’ve been writing for 10+ years now. I started with long-form writing on my blog. I’d write whenever I felt like it, on topics related to business, entrepreneurship and investing. I’d probably only post something 3-4 times a year, and had virtually zero audience. But around 3 years ago, I […]

NOTE: this was a past issue of my weekly newsletter, Timeless Gems. Join my free mailing list so you don’t miss out on future issues. Today’s gem is this chart which shows how rare sustained revenue growth is: Growth is hard. There are several reasons why it’s rare for a company to […]

NOTE: this was a past issue of my weekly newsletter, Timeless Gems. Join my free mailing list so you don’t miss out on future issues. Today’s gem is this anecdote from Howard Marks on long run vs short run investment performance: Incredible (and accurate) framework. The key to extraordinary returns over the […]

NOTE: this was a past issue of my weekly newsletter, Timeless Gems. Join my free mailing list so you don’t miss out on future issues. Today’s gem is this calculation of maintainable free cash flow, and this thread by SecretCFO where he breaks it down: This is a great visualization of the distinction between: […]

NOTE: this was a past issue of my weekly newsletter, Timeless Gems. Join my free mailing list so you don’t miss out on future issues. Today’s gem is this excerpt from Nassim Taleb on banks & negative optionality: Given the recent events, the sentence “banks lose periodically every penny made in their […]

NOTE: this was a past issue of my weekly newsletter, Timeless Gems. Join my free mailing list so you don’t miss out on future issues. Sponsored by Tegus​ It’s simple, inefficient investor workflows hamper opportunities. Stop wasting time and energy searching for the information you need and start with the data everyone else […]

NOTE: this was a past issue of my weekly newsletter, Timeless Gems. Join my free mailing list so you don’t miss out on future issues. Sponsored by Tegus​ It’s simple, inefficient investor workflows hamper opportunities. Stop wasting time and energy searching for the information you need and start with the data everyone else […]

NOTE: this was a past issue of my weekly newsletter, Timeless Gems. Join my free mailing list so you don’t miss out on future issues. Sponsored by Tegus​ Are you tired of digging for reliable qualitative insights? Stop wasting your energy and time searching across disconnected sources or paying exorbitant expert […]

NOTE: this was a past issue of my weekly newsletter, Timeless Gems. Join my free mailing list so you don’t miss out on future issues. Sponsored by Tegus​ Are you tired of digging for reliable qualitative insights? Stop wasting your energy and time searching across disconnected sources or paying exorbitant expert […]

NOTE: this was a past issue of my weekly newsletter, Timeless Gems. Join my free mailing list so you don’t miss out on future issues. Sponsored by Tegus​ Are you tired of digging for reliable qualitative insights? Stop wasting your energy and time searching across disconnected sources or paying exorbitant expert […]

NOTE: this was a past issue of my weekly newsletter, Timeless Gems. Join my free mailing list so you don’t miss out on future issues. Sponsored by Tegus​ The modern research platform for leading investors, Tegus’ ecosystem combines at-cost, on-demand expert calls with a 55K+ transcript library; quantitative financial workflows to […]

NOTE: this was a past issue of my weekly newsletter, Timeless Gems. Join my free mailing list so you don’t miss out on future issues. Today’s gem is this book excerpt which highlights profits from the leveraged buyout of Gibson, a greeting cards company: To provide more context: Wesray Capital […]

NOTE: this was a past issue of my weekly newsletter, Timeless Gems. Join my free mailing list so you don’t miss out on future issues. Sponsored by DealFlow​ Are you looking for small biz acquisition opportunities? If so, you should check out the DealFlow newsletter. Each week, they share a curated […]

NOTE: this was a past issue of my weekly newsletter, Timeless Gems. Join my free mailing list so you don’t miss out on future issues. Today’s gem is my top 3 book picks for 2022. It’s always tough to narrow it down to just 3. But I think these books […]

NOTE: this was a past issue of my weekly newsletter, Timeless Gems. Join my free mailing list so you don’t miss out on future issues. Today’s gem is this tweet thread that summarizes KKR’s first deal: Vapor Corp. Vapor Corp manufactured mass transit equipment, oil & gas valves/pumps, and industrial process control […]

NOTE: this was a past issue of my weekly newsletter, Timeless Gems. Join my free mailing list so you don’t miss out on future issues. Today’s gem is this list of legendary fund managers and the age at which they launched their fund. They all appear to fall within the […]

NOTE: this was a past issue of my weekly newsletter, Timeless Gems. Join my free mailing list so you don’t miss out on future issues. Today’s gem is this 2018 article titled Paul Singer, Doomsday Investor. It profiles Elliott Management, a New York-based hedge fund that brought the country of Argentina […]

NOTE: this was a past issue of my weekly newsletter, Timeless Gems. Join my free mailing list so you don’t miss out on future issues. Sponsored by Atlasview Insights​ A weekly newsletter for business owners & deal makers. Get the inside scoop from a small business acquirer & operator. We share […]

NOTE: this was a past issue of my weekly newsletter, Timeless Gems. Join my free mailing list so you don’t miss out on future issues. Sponsored by Atlasview’s Blog​ Weekly content for business owners & deal makers. Get the inside scoop from a small business acquirer & operator. We share everything […]

NOTE: this was a past issue of my weekly newsletter, Timeless Gems. Join my free mailing list so you don’t miss out on future issues. Today’s gem is this 2006 article titled Secrets of Sovereign. It details the Chandler Brothers, the greatest investors you’ve probably never heard of. Within two decades, […]