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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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🧠 There Were Signs

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: Broadcom and Nvidia as grandparents Timeless Content: Removing Capital Gain Tax Stock Dive: A full breakdown of Alphabet Resource: Is the Capex Buildout Sustainable? What stocks should we research live next? What stock should we research live? HOOD vs HIMS: Retail Favorites DKNG vs FLUT: Sports Betting RKLB vs ASTS: Space Bets LULU...

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: Workday's buyout offer Timeless Content: Metrics That Separate Real Dividend Compounders Stock Dive: A full breakdown of Nebius Group N.V. Resource: Train robots and make money What stocks should we research live next? Vote for your favorite pair! HOOD vs HIMS: Retail Favorites RKLB vs ASTS: Space DKNG vs FLUT: Sports Betting LULU...

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 change to the Antifragile Scoring System Timeless Content: The Problem With Optionality Stock Dive: A full breakdown of Space Exploration Technologies Corp. Resource: Economists on what work looks like after AI What should we research live next? Vote for your favorite pair! HOOD vs HIMS: Retail Favorites RKLB vs ASTS: Space DKNG...

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: Leopold Aschenbrenner's dismal July Timeless Content: Is a 60/40 Retirement portfolio still valid? Stock Dive: A full breakdown of Clear Secure, Inc. Resource: How are enterprises using AI? What should we research live next? Vote for your favorite pair! HOOD vs HIMS: Retail Favorites RKLB vs ASTS: Space DKNG vs FLUT: Sports Betting...

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: Investing in the next Super Stock Timeless Content: Durable Value Creators Stock Dive: A full breakdown of Interactive Brokers Group, Inc. Resource: 8 Ways to Use AI in Investing Which stock should we research live next? Vote for your favorite pair! HOOD vs HIMS: Retail Favorites RKLB vs ASTS: Space DKNG vs FLUT: Sports Betting LULU...

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: Money is Time Timeless Content: Why a 0.7% Yield Beats a 6% Yield Over Time Stock Dive: A full breakdown of Dell Technologies Inc. Resource: How to Use Claude AI to Analyze Earnings Calls Which stock should we research live next? Next Tuesday (July 28th) at 12:00 PM (Noon) EDT, we'll research a stock live, and we want you to pick...

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: Terry Smith's mid-year letter Timeless Content: Why Costco pays $30/hr and Target doesn't Stock Dive: A full breakdown of Advanced Micro Devices, Inc. Resource: The World-Building Doors Are Open, Again. 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...

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: The changing landscape of memory Timeless Content: Long-Term Money Stock Dive: A full breakdown of The Wendy's Company Resource: Why AI's Productivity Gains Are Showing Up In Some Earnings And Not Others Which stock should we research live next? Next Tuesday (July 14th) at 12:00 PM (Noon) EDT, we'll research a stock live, and we...

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: Evolution isn't on your side Timeless Content: 4 Abilities Every Investor Needs to be Successful Stock Dive: A full breakdown of Applied Optoelectronics, Inc. Resource: Most of the Economy Won't Run on the Best AI Model Which stock should we research live next? Next Tuesday (July 7th) at 12:00 PM (Noon) EDT, we'll research a 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: Evolution isn't on your side Timeless Content: How to Think Like an Equity Analyst Stock Dive: A full breakdown of Robinhood Markets, Inc. Resource: The AI token bill comes due... Which stock should we research live next? Next Tuesday (June 30th) at 12:00 PM (Noon) EDT, we'll research a stock live, and we want you to pick the stock....