📩 Letter to Followers and Readers
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Jan 1, 2026
update on 2/13/26
Feb 13, 2026
update on 2/12/26
Feb 12, 2026
update on 2/9/26
Feb 9, 2026
Relax to Rich | Ending Feb 6, 2026
Feb 7, 2026
How xAI’s rapid scaling, "Macrohard" project, and space ambitions are rewriting the rules of value investing.
Mastering the art of decision-making when the stakes are high.
Feb 11, 2026
Feb 10, 2026
A timeless lesson on spotting financial illusions before they vanish.
A value investor’s deep dive into the "physics-first" economy that predicts the end of the software era and the rise of orbital capital.
Feb 8, 2026