i write about stocks and how ideas from other fields improve investing. not investment advice.
Toronto
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A few months back, I published this guide on how to remember everything you read.
Re-sharing it here for anyone who finds these protocols useful.
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A short manual on how to systematically increase your exposure to opportunity.
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If you've ever found yourself re-reading a chapter five times and still blanked on what was about next week, the problem probably wasn't you.
Re-reading generates almost nothing in terms of recall.
So I went looking for what actually does build memory, and put together 63 science based heuristics on how to learn more and forget less.
Research suggests that re-reading with a highlighter is nearly useless.
So I pulled together 63 techniques that actually move the needle, ranked by how much each one improves retention.
These protocols can help anyone whose work depends on absorbing, remembering, and using information every day.
Full guide in the newsletter.
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Sometimes the red flag is not one number.
It is the combination of two things.
Rapid growth plus falling gross margin.
Rising revenue plus flat cash flow.
Adjusted EPS growth plus stagnant GAAP earnings.
Stable profits plus increasing debt.
Read more on income statement analysis below.
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Sharing some good tips on How to Make Better Decisions When You’re Sleep-Deprived.
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Last year I put together a short guide with a few practical heuristics for reading an income statement.
Re-sharing it below, as I think more investors could benefit from it.
It covers things like suspicious revenue growth, margin trends, SG&A discipline, recurring “one-time” adjustments, and whether earnings are actually converting into cash.
Nothing fancy. Just useful pattern recognition.
A simple income statement can tell you a lot.
Not just whether a company is growing or profitable, but whether the growth is healthy, whether margins are sustainable, and whether earnings are turning into cash.
I shared this short guide last year with some practical heuristics for reading income statements.
Re-sharing below in case it helps.
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It is easy to underestimate how much modern work trains us into shallow attention.
-Constant checking.
-Constant switching.
-Constant partial engagement.
Deep work requires rebuilding the habit of staying with one thing.
Focus is the raw material of clear thinking, good judgment, and better decisions.
Especially in investing.
So I’m sharing something I put together last year: a collection of best practices for improving focus and concentration.
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