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Long-Term Mindset

I teach investors how to analyze businesses. Each Wednesday, I share six pieces of timeless content that can be read in less than 2 minutes. Read by 100,000+ investors from a16z, Amazon, Google, Microsoft, and more.

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🧠 The World Transforming Before Our Eyes

View Online | Sign Up | Advertise Welcome to Long-Term Mindset, the Wednesday newsletter that helps you invest better. Today's Issue Read Time: <2 minutes Lesson: A world in flux Timeless Content: Howard Marks on AI Stock Dive: A full breakdown of Palantir Resource: Something Big Is Happening And more! Which stock should we research live next? Next Tuesday (Mar 10th) at 12:00 PM (Noon) EDT, we'll research a stock live, and we want you to pick the stock. Which stock should we research live?...

View Online | Sign Up | Advertise Welcome to Long-Term Mindset, the Wednesday newsletter that helps you invest better. Today's Issue Read Time: <2 minutes Lesson: A look at the numbers Timeless Content: The Essential Role of Dividends in Retirement Stock Dive: A full breakdown of DLocal Limited Resource: The Great SaaS Unbundling And more! Which stock should we research live next? Next Tuesday (Mar 3rd) at 12:00 PM (Noon) EST, we'll research a stock live, and we want you to pick the stock....

View Online | Sign Up | Advertise Welcome to Long-Term Mindset, the Wednesday newsletter that helps you invest better. Today's Issue Read Time: <2 minutes Lesson: It's all about user growth Timeless Content: The Essential Role of Dividends in Retirement Stock Dive: A full breakdown of DLocal Limited Resource: The Great SaaS Unbundling And more! Which stock should we research live next? Next Tuesday (Feb 24th) at 12:00 PM (Noon) EST, we'll research a stock live, and we want you to pick the...

View Online | Sign Up | Advertise Welcome to Long-Term Mindset, the Wednesday newsletter that helps you invest better. Today's Issue Read Time: <2 minutes Lesson: Navigating troubled waters Timeless Content: Is it 1996 again? Stock Dive: A full breakdown of Zeta Global Holdings Resource: AI the Platform of Platforms And more! Together with Fiscal.ai A good chart can relay information 10x faster than text alone. That's why I've become a power user of Fiscal.ai (formerly Finchat). Fiscal makes...

View Online | Sign Up | Advertise Welcome to Long-Term Mindset, the Wednesday newsletter that helps you invest better. Today's Issue Read Time: <2 minutes Lesson:Two parts to every moat Timeless Content: Putting 2025 in perspective Stock Dive: A full breakdown of Samara, Inc. Resource: Using AI to find Feroldi stocks And more! Which stock should we research live next? Next Tuesday (Feb 10th) at 12:00 PM (Noon) EST, we'll research a stock live, and we want you to pick the stock. Which stock...

View Online | Sign Up | Advertise Welcome to Long-Term Mindset, the Wednesday newsletter that helps you invest better. Today's Issue Read Time: <2 minutes Lesson:How about that weather? Timeless Content: Why you can't time the market Stock Dive: A full breakdown of Mastercard Incorporated Resource: AI Predictions for 2026 And more! Which stock should we research live next? Next Tuesday (Feb 3rd) at 12:00 PM (Noon) EST, we'll research a stock live, and we want you to pick the stock. Which...

View Online | Sign Up | Advertise Welcome to Long-Term Mindset, the Wednesday newsletter that helps you invest better. Today's Issue Read Time: <2 minutes Lesson: Your life -- in 24 hours Timeless Content: 6 Ways to Improve Your Investing Process Stock Dive: A full breakdown of Meta Platforms Resource: AI Lessons From the Front Lines And more! Which stock should we research live next? Software stocks have been crushed in 2026. We smell opportunity. Next Tuesday (January 27th) at 12:00 PM...

View Online | Sign Up | Advertise Welcome to Long-Term Mindset, the Wednesday newsletter that helps you invest better. Today's Issue Read Time: <2 minutes Lesson: A parable from American football Timeless Content: Companies quietly beating the market Stock Dive: A full breakdown of lululemon athletica inc. Resource: AI Will Not Make You Rich And more! Join Us For A Free Investing Masterclass: Join us next Tuesday (Jan 20th) at 12:00 PM EST for an investing masterclass: AI Bubble Stress Test:...

View Online | Sign Up | Advertise Welcome to Long-Term Mindset, the Wednesday newsletter that helps you invest better. Today's Issue Read Time: <2 minutes Lesson: Finding Clarity Timeless Content: 1,000 year old mochi store & investing Stock Dive: A full breakdown of Sea Limited Resource: Howard Marks on Investing in AI And more! Together with Fiscal.ai A good chart can relay information 10x faster than text alone. That's why I've become a power user of Fiscal.ai (formerly Finchat). Fiscal...

View Online | Sign Up | Advertise Welcome to Long-Term Mindset, the Wednesday newsletter that helps you invest better. Today's Issue Read Time: <2 minutes Lesson: What AI Can't Do (Yet) Timeless Content: Stock Ideas for 2026 Stock Dive: A full breakdown of Hims & Hers Health, Inc. Resource: When AI meets an Enterprise System And more! Which stock should we research live next? Next Tuesday (January 6th) at 12:00 PM (Noon) EST, we'll research a stock live, and we want you to pick the stock....