Start Here
This site is a curriculum, not a feed. I am learning investing from scratch, in public, and writing each lesson as I go — with the Python code behind every chart published in the companion repo.
Everything here is education, not investment advice. If you are new, read the Foundations in order; the Toolkit and Applied pieces slot in alongside.
Phase 1 — Foundations (read in order)
- Why I Stopped “Playing” the Market and Started Investing — the origin story, and why this site exists.
- What Is a Stock — what you actually own when you buy a share.
- Why Stock Price Alone Means Nothing — price, market cap, and enterprise value, untangled.
- The Eighth Wonder: How Compounding Builds Wealth Slowly — the engine the whole curriculum runs on.
- Inflation: The Silent Thief and Why Cash Is Risky — why doing nothing is also a position.
- The Market Is Not a Casino — 155 years of data on odds vs. holding period.
- The Dip I Kept Waiting For: Why Time in the Market Beats Timing It — the cost of waiting for the perfect entry.
- Saving, Trading, Speculating, Investing: The Difference — the four games people play with the same money.
- My Investing Philosophy: What I Believe So Far — the rules, written down and versioned.
- Why I Need a Process Before I Need Stock Picks — the checklist comes before the ticker.
- The Investor’s Enemy: Impatience — the behaviour gap, measured.
- What Happens After I Click Buy? — the plumbing between you and the exchange.
The Toolkit (use alongside the lessons)
- How I Use SEC EDGAR to Compare Companies Instead of Guessing (Part 1) and Part 2 — primary filings instead of headlines.
- Circle of Competence: I Almost Bought NVIDIA Because I Like Data Centers — knowing what you don’t know.
- The Macro Map: How Interest Rates Changed the Way I Value Stocks — the gravity all valuations live under.
Applied (the curriculum pointed at a real company)
- NVIDIA Q2 FY2027: The Numbers Are Getting Hard to Comprehend — an earnings deep dive using the EDGAR toolkit and a reverse DCF.
Keep up
New lessons land roughly twice a month. Subscribe to the RSS feed, or browse the full article list. Every script and dataset lives in the scripts repo.