JRT Studio

Essays on markets, technology, and building things.

Markel’s Hidden Gem

Even as an owner of Markel, I didn’t see this one

Thoughts On The AI Reset Wall

Groundbreaker wrote a great article, one that deserves more than a note

Why I Can't Buy Constellation Software

Even at a historically cheap price

Why I Want To Keep My Penske Stock

I don't blame Roger for wanting to buy me out at these prices

Where Does Fintech Have Tailwinds?

From Apps to Business: Finding My Post-Exit Calling

Fix Your Budget

Why the 0.01% Rule Misses the Point

Skin in the Game: How to Protect Savings When America Goes Broke

What To Do *Before* A Big Debt Crisis

How I Use FollowUpThen To Stay Productive

You are already in your email, why not make it your task list?

Fighting For Control

The Art of Curating Your Information Flow

Fixing Property Assessments

What If Homeowners Set Their Own Values?

Economic Uncertainty: The True Cost of Trump's Tariff Powers

How One Man's Control Over Trade Policy Is Eroding The Real Economy

Liberation Day: Forcing Us To Pay Attention To Trump

We've looked at this through many views, except as Trump

Market Narratives That Don't Add Up

NVIDIA's CUDA Moat and the Tariff Paradox

Is Trump 2.0 Serious?

Are we underpricing the risk Trump 2.0 is serious?

BlackBerry Thrived In The Beginning Of The iPhone Era

What are the implications of this for Google?

Beyond the 4% Rule

Warren Buffett's Look-Through Earnings Approach to Retirement Planning

Unleashing the Beast

My Deman 4.5L Upgrade for the Porsche 991.1 GTS

What the heck

Let's kick this off

Archive

Thoughts On Thoughts On NFLX

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DISCK/WBD Update

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Why Resort To Low Interest Rates, Ever?

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My First Short

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Am I Doing The Right Thing?

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Dollars Dollars Dollars

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Profit Margins Have Been Expanding

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Earnings Investor

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How Far Into The Future?

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Earn Interest While You Wait

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The 1996 Problem

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Bias For Action

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Dick's Sporting Goods (DKS)

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S&P 500 Investment Revisited

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Tesla -- Unbridled Enthusiasm

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GM -- How is it looking? What is the price to buy in at?

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Waiting Until Positions Are Acquired

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DISCK Price Action

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AAPL -- Apple Is Overvalued

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GOOGL - Alphabet

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What is fundamental Investing?

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Thoughts On Discovery/WarnerBros Merger

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Cash On The Sidelines

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Calculating a safe withdrawal rate based on company earnings

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Why I'm switching to fundamental investing

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