Buy Broken Stocks, Not Broken Companies

Why This Market Feels Broken

And how that’s the opportunity

The Stocks Nobody Is Talking About

Attention is a tax. Silence is opportunity.

Why Margin Expansion Matters More Than Growth at Scale

Growth gets attention. Margins build wealth.

Why Concentration Isn’t Reckless (If You Actually Do the Work)

Why understanding your businesses matters more than owning more stocks

The Difference Between a Great Company and a Great Stock

Why timing, valuation, and expectations matter more than most investors realize

How I Decide What Deserves a 10%+ Position

Stocks With Jobs in a Portfolio

Why Sideways Stocks Are a Gift

Why boring price action often creates the best long-term opportunities