Recent Posts

  • TripAdvisor (TRIP)

    One of the most popular travel review sites, TripAdvisor is a publicly traded company that was once part of Expedia Holdings.  They make money primarily through advertising while boasting hundreds […]

  • Mental Model: The Path of Least Resistance

    When making a decision, there is always an option that requires the least effort.  Following the path of least resistance is somewhat of a sister mental model to Occam’s Razor […]

  • Expedia Group (EXPE)

    Expedia was one of the first Online Travel Agencies (OTAs) on the internet and is still a big player in the space today.  Expedia’s stable of brands primarily facilitates buying […]

  • Booking Holdings (BKNG)

    Formerly known as Priceline.com, Booking Holdings is a group of travel websites that allow people to have direct access to hotel, rental car, and restaurant listings.  They are one of […]

  • Invesco (IVZ)

    Invesco is one of America’s largest asset managers with over one trillion dollars in assets under management.  Their strength is in their global capabilities – they serve over 120 markets […]

  • Planet Fitness (PLNT)

    Planet Fitness is a medium-sized but quickly growing gym in the United States.  They operate on a franchise model and have quickly been taking market share by catering to the […]

  • Mental Model: Dunning-Kruger Effect

    The Dunning-Kruger effect is the tendency for those who are incompetent to overestimate their competence.  This “dual burden” is two fold: 1) incompetence means less capability to do things well, […]

  • 3M (MMM)

    3M is a massive industrial conglomerate known some of its famous industrial and consumer products, like Scotch Tape and Post-It Notes.  It makes a very wide array of products though, […]

  • J. B. Hunt (JBHT)

    The largest publicly traded trucking company in America, J. B. Hunt transports all types of goods – from chemicals to cosmetics.  Started as just a small fleet of trucks, it […]

  • Take Two Interactive (TTWO)

    Famous for its Grand Theft Auto and Red Dead Redemption franchises, Take Two Interactive is one of the largest video game publishers in the world.  Even though they are big, […]