Career
My 2024 Year-in-Review
Reflections, Lessons, and 2025 Goals
Latest
Investing & Industry Book List
I get these questions all the time on “what’s the best book for XYZ”, so I will share my commentary on why certain books made it onto my curated reading list. Disclaimer: These are affiliate links, meaning I earn a small commission if you make a purchase. Some books
Investing
Moat GOAT: Analog Devices
Boring is good
Career
MBA: A Realistic Guide for Aspiring Professionals
Part 1 - What you need to know before you apply
Career
Making the most of sell-side research
A guide for buy-siders
Career
What keeps sell-side analysts busy?
Wait, they don't just do research?!
Career
What buy siders should know about sell-side equity research?
What value does equity research actually add?
Investing
Moat GOAT: Otis Elevator
It's a subscription business, what?
Book Summary: Narconomics
The economics of the illegal drug business
Investing
Moat GOATs: Old Dominion (OD)
Why is less-than-truckload (LTL) shipping a good industry?
Career
Will AI replace Wall Street research?
AI as "lead left" banker?
Investing
Moat GOATs: Copart (CPRT)
Why is vehicle salvaging a good business?