Hey Reader - Thomas here. Good day to my fellow compounders! In 3-Bullet Sunday, I share with you the three most interesting piece of article, video or podcast I came across for the week on investing and growth philosophies. Enjoy! Chasing the Northern Lights This December In early December, I'm going to the Nordics for the first time in my life, to see the Northern Lights. Apparently the sun runs on a cycle of about 11 years. It peaked in late 2024, but the years right after a peak can still...
10 days ago • 4 min read
Hey Reader - Thomas here. Good day to my fellow compounders! In 3-Bullet Sunday, I share with you the three most interesting piece of article, video or podcast I came across for the week on investing and growth philosophies. Enjoy! Chasing the Northern Lights This December In early December, I'm going to the Nordics for the first time in my life, to see the Northern Lights. Apparently the sun runs on a cycle of about 11 years. It peaked in late 2024, but the years right after a peak can still...
17 days ago • 4 min read
Alphabet Q2 2026: The $707 Billion Footnote This quarter is the clearest sign yet that Alphabet is transforming into a different company and there’re a lot of misconceptions surrounding its Q2 2026… so let me go through them one by one. Advertising has gone from 78% of revenue in Q3 2023 to 68% in Q2 2026, with Google Cloud coming in strong to change the revenue mix. And it’s not because search has fallen or anything like that, they weren’t disrupted by AI, in fact, the opposite has happened,...
3 months ago • 8 min read
This week's exclusive Steady Compounding Insider Stocks report reveals how Amazon's business model—built on Bezos's timeless customer principles—is positioned to thrive. Below is a preview of my comprehensive Amazon analysis. Deeper insights—including my thoughts on valuation work, insights on Amazon's AI strategies and portfolio changes—are reserved for members. >> Click here to unlock complete by joining Steady Compounding Insider Stocks Compound steadily, Thomas Jeff Bezos once shared a...
over 1 year ago • 11 min read
Despite 2023’s strong market performance, 2024 has presented compelling opportunities to acquire high-quality businesses at attractive valuations. As we’ve seen repeatedly, investor time horizons compress to zero during drawdowns, and "hopium" stretches to infinity during bull cycles. This phenomenon captures how investors often lose sight of the bigger picture in turbulent times while becoming overly optimistic in bull markets. This recurring behavioral bias creates opportunities for...
almost 2 years ago • 1 min read
Hey Reader - Thomas here. Good day to my fellow compounders! In 3-Bullet Sunday, I share with you the three most interesting pieces of articles, videos, or podcasts I came across for the week on investing and growth philosophies. Enjoy! Chasing the Northern Lights This December In early December, I'm going to the Nordics for the first time in my life, to see the Northern Lights. Apparently the sun runs on a cycle of about 11 years. It peaked in late 2024, but the years right after a peak can...
almost 2 years ago • 5 min read
Hey Reader - Thomas here. Good day to my fellow compounders! In 3-Bullet Sunday, I share with you the three most interesting piece of article, video or podcast I came across for the week on investing and growth philosophies. Enjoy! I. What Investors Get Wrong: Chris Mayer on Dividends, Noise, and the Power of Reinvestment A long-term winner has a few engines for compounding value:1. Long growth runway2. Shares buyback3. Multiple expansionIt's usually a combination of the two that boosts the...
almost 2 years ago • 2 min read
Hey Reader - Thomas here. Good day to my fellow compounders! In 3-Bullet Sunday, I share with you the three most interesting piece of article, video or podcast I came across for the week on investing and growth philosophies. Enjoy! Chasing the Northern Lights This December In early December, I'm going to the Nordics for the first time in my life, to see the Northern Lights. Apparently the sun runs on a cycle of about 11 years. It peaked in late 2024, but the years right after a peak can still...
almost 2 years ago • 2 min read
This week’s report for Steady Compounding Insider Stocks members dives into an update on Paycom. Since my initial deep-dive in July 2024, the stock has climbed 58%. In this report, I analyze Paycom's latest third-quarter earnings, discuss whether the company is turning a corner, and share my updated views on its valuation after the recent run-up in share price. Below, you’ll find a free preview of my Paycom research. To unlock the full report and gain exclusive access to all my stock...
almost 2 years ago • 6 min read
