Market judgment, AI investing themes, and capital allocation habits.
Read the latest ThinkFast notes in investing.
Open Enrollment for Small Business: A Playbook
Open enrollment for small business is the annual window when your team elects health insurance, and one of the largest line items you control.
Corporate Transparency Act: A Compliance Guide
The Corporate Transparency Act requires certain companies to report their beneficial owners: the people who actually own or control the business.
The Hidden Financial Risks That Sink Growing Companies
Overlooked financial risks never get a budget line: customer concentration, thin working capital, compliance creep. Ten risks and how to catch each one early.
The Downturn Playbook: When to Cut and When to Double Down
An economic downturn forces one choice: cut budgets, or double down on what compounds. The framework, plus the sales, finance, and people math behind it.
Inflation-Proof Your Business: Five Margin Defense Moves
You cannot control the inflation rate, but you can control how much of it reaches your P&L. Five moves protect margin, cash, and pricing power.
Business Exit Strategy: Get Ready for M&A
A business exit strategy is your plan for leaving the company you built: who buys it, what you walk away with, and what your life looks like after.
Seven venture capital firms actively investing in AI
Seven venture capital firms investing in AI right now: their signature bets, their stage focus, and how founders and investors should read them.
The hard mechanics of venture capital
A guide to how venture capital really works: why taking startup funding is a binding commitment to hyper-growth, founder dilution, and board governance.
Anthropic's IPO filing, read like a CFO
Anthropic filed confidentially for a 2026 IPO at a ~$965B valuation on a ~$47B run rate. How to read the numbers like an operator instead of a headline.
Build Your Research Architecture First
Why a clear research system matters more than any single market call, and the five components that make conviction auditable.
The minimum viable AI investing workflow
A lightweight four-step research loop for using AI in investment research without outsourcing judgment, with the counterargument as the control surface.