Python for Finance: An Easy Introduction

If you’re interested in finance and don’t mind programming, learning this trio will open you up to a whole new world, including but not limited to, automated trading, backtest analysis, factor investing, portfolio optimization, and more. I think of the …

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Micron: Consolidation and Cash Flows

There’s a lot that goes into valuing a company. I’ve valued fast-growing companies in my previous articles. Astute readers may have noticed I discounted the company’s cash flows, but I didn’t explain the method behind the madness. With Micron, I’m …

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Floor & Decor: Decorative Disruption

Founded in 2000, Floor & Decor Holdings is a high-growth, differentiated, multi-channel specialty retailer of hard surface flooring and related accessories. According to their website, they offer the industry’s broadest in-stock assortment of tile, wood, laminate, and natural stone flooring along with …

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Zendesk: Here Comes The Sun

Zendesk is a fast-growing software-as-a-service (SaaS) business that has made a name for itself with small businesses looking for customer support software. I think the market has high hopes for Zendesk yet has still underestimated its “long-tail” potential. It follows …

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How to Start Investing: A Quick Intro

Investing in the stock market can be confusing. It doesn’t have to be. Here’s my attempt at creating clarity out of the chaos. What Is Investing? Investing is putting money away today to make more money in the future. Instead …

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Twilio: Flexing its Muscles

Have you ever ordered an Uber, signed up for Netflix, booked a stay at an Airbnb, ordered a pizza on the Dominos mobile app, or received a text message after entering a password to verify it is you? If so, …

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Welcome to the Blog

There are three massive problems for both new and experienced investors today. I’ll start with #1: Have you ever read an article about “how to invest in the stock market”? I have. When I was first starting, I read them …

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