The Ownership Ladder: What I’d Own at $10K, $100K, and $1 Million
The portfolio that builds your first $100,000 is not the portfolio that should protect your first $1 million.
Solo Capitalist
High-conviction, concentrated investing. One deep-dive per week into the companies and sectors where a single position can define a portfolio.
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Everyone Wants Financial Freedom. Almost Nobody Wants Ownership
The latest Federal Reserve data reveals why earning more is only the first step—and why most assets still fail to build wealth.*
Buffett Says Everyone’s Gambling. Here’s the One “Boring” Compounder I’d Buy With 20% of My Portfolio
Last Wednesday, a 95-year-old man sat down in Omaha and told CNBC exactly what he thinks of this market.
The Incremental Margin Rule: Stop Looking at the Margin. Look at the Margin on the Next Dollar.
I once passed on a company with a 12% operating margin because it looked mediocre.
The Second-Derivative Rule: Stop Buying Growth. Buy the Change in Growth.
I lost money on a company growing 40% a year.
The Second Passport Rule: I Priced Every Citizenship Program Like an Asset
Let me tell you about the most expensive thing I’ve ever bought that did nothing.
The Denominator Trap: Why Your Net Worth Is a Lie
Let me tell you about the best year of my life.
The Graveyard Rule: How I Buy Industries Everyone Has Already Buried
A few years ago I was sitting across from a guy who ran a small industrial supply business.
The Second-Order Rule: How I Find 300% Industrials
Let me tell you about the day I realized I was doing this wrong.
My $30k Playbook for Late 2026: The SpaceX Strategy
Hey everyone, welcome back to another edition of Solo Capitalist.