Articles

On companies, technology, marketing, and decision making.

Guides of Knowledge

The complete guide to
Mental models help us make sense. Make sense of things around us, why we exist, our actions, and the outcomes we face. Here are 340 models explained.
The complete guide to
Why it's important to learn how to make decisions well and how I aim to do it. Here's a framework for decision making that works.

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Compounding

The Sit-on-Your-Ass Philosophy to Life

When you’ve got something good, it’s working, and you’ve spent a lot of energy getting there, it’s probably best to sit on your ass and enjoy the ride.

Circle of Competence

The Practice of The Intelligent Investor

Not only were readers of The Intelligent Investor blessed with a thick book written from the greatest financial mind of the time. They were blessed with Graham writing directly to the layman.

[ATHM] Autohome Inc

Autohome: Prospects for Capital Allocation

On how Autohome captures the automobile ownership lifecycle, its big cash position, the capital required for operations, the prospects for future returns on that capital and growth reinvestment, the prospects for returns to shareholders, and how I would value the company.