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13 articles tagged #investing. See all tags →
Where smart VC money is actually moving in 2025: AI infrastructure layers, defense tech, climate, and the Series A crunch for non-AI startups.
How to evaluate a tech IPO like a sophisticated investor: unit economics, S-1 red flags, lock-up traps, and what makes 2025 structurally different.
How the evolving global regulatory landscape for crypto, from Bitcoin ETFs to MiCA, is changing institutional and retail investment strategy in 2025.
A rigorous look at the semiconductor investment landscape: NVIDIA's moat, the TSMC bottleneck, HBM dynamics, and how to value chip companies in an AI cycle.
Rate lock-in, zoning reform, demographic demand, and CRE bifurcation are all moving at once. Here's how to read the real estate market when the signals are this mixed.
A practical framework for combining index ETFs and individual stock selection, including when to pick stocks, how to size positions, and when to sell.
Modern portfolio theory gives you a starting framework. Alternative data and regime detection give you a sharper edge. Here's how to build an allocation process that adapts to what the market is actually doing.
The landlord business is the only investment where you can earn nothing for ten years and still come out far ahead, because the asset is doing the work in the background. Here's the math nobody walks through.
Wholesaling is the strategy YouTube real estate channels won't shut up about. The pitch is “no money down, no license, no risk.” The reality is closer to a sales job with thin margins and increasing legal scrutiny.
The TV version of house flipping is a $50K profit on a four-week renovation. The real version is closer to a six-month grind with thinner margins, and the math only works if you're honest about every line item.
The fantasy version of day trading is a guy in a Lambo with three monitors. The real version is closer to a salaried job that most people lose money at. Here's what the numbers actually say.
Most retail investors get their financial information from headlines. The actual filings, transcripts, and investor presentations are public, free, and a lot more useful. Here's where they live.
Long-term investing isn't about predicting next quarter. It's about whether the company will still matter in 10 years and whether you're paying a sane price for that. Six checks that have served me well.