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My Investing Philosophy: What I Believe So Far
My investing philosophy: seven beliefs, eight rules, and the lessons behind them. A framework for controlling what I can and surviving what I can’t.
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Saving, Trading, Speculating, Investing: The Difference
Saving, investing, speculating and trading aren’t the same game. Learn what separates them, where returns come from, and why knowing the difference matters.
The market is not a casino
Is the stock market gambling? I did the math: one spin on red vs 155 years of market data. Same small edge, opposite destinies, how to sit on the house's side.
Circle of Competence: I Almost Bought NVIDIA Because I Like Data Centers
I almost bought NVIDIA because I work in infrastructure. Then I tried to actually defend it as a buy at today's price — and couldn't. Liking an industry isn't a thesis. New rule: start every name on a study list, never a buy list, until I can explain the valuation in plain language.
Why I Stopped "Playing" the Market and Started Investing
I "knew" META. I used Instagram. I still lost $28K because I bought without a thesis. The 3-sentence rule I now use before buying any stock.