Blog | Investing City

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Investor Psychology
Constant Learning
Business Model Exploration
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Jun 30
4 min

20/20 Spectrum

Investing is a balance between pattern recognition and open-mindedness. Studying great businesses and finding commonalities is a great way t

Ryan

May 1
5 min

Stock-Based Compensation

Before 1995, the Financial Accounting Standards Board (FASB) didn’t consider stock-based comp (SBC) an expense. However, just because cas...

Ryan

Mar 4
4 min

Inputs vs. Outputs

Business is all about inputs and outputs. However, there is a disconnect between entrepreneurs and investors.

Ryan

Jan 31
4 min

Tension Between Two Opposites

The tension between two opposites is an important mental model.

Ryan

Dec 18, 2019
6 min

Unit Economics

Here is a primer on unit economics.

Ryan

Nov 22, 2019
6 min

Zoom, Zoom, Zoom

We analyzed Zoom, the disruptive videoconferencing company.

Ryan

Nov 20, 2019
3 min

Costco's Business Model

We break down Costco's business model!

Ryan

Oct 3, 2019
7 min

Discontinuous Disruption

Find out what the difference is between sustaining, discontinuous and disruptive innovation.

Ryan

Oct 1, 2019
5 min

The 7 Habits of Highly Successful People

Although each individual is unique, there are a few common denominators most successful people share. These are principles and habits tha...

Ryan

Aug 28, 2019
15 min

Boring Ole' Checklists!

Learn about the checklist we use in our investing process.

Ryan

Jul 9, 2019
7 min

Personal Finance for Young People

You might be asking, “Why does this matter? Why start now? I have the rest of my life to worry about money and bills, I just want to live...

Ryan

Jun 6, 2019
4 min

Medical Devices

Ever had a hip replacement? Or know someone who has? What about a catheter? Or an insulin pump? In this business model breakdown, we'll take

Ryan

Jun 3, 2019
36 min

The Ultimate Learning Guide

It is clear Shane has poured his life and soul in Farnam Street and so I wanted to collect portions of the best learnings I have taken away.

Ryan

May 22, 2019
6 min

All About Food Delivery

This post is all about food delivery. We go over aggregators and delivery networks. It's everything you need to know.

Ryan

May 15, 2019
10 min

A Deep Dive on Ridesharing (Pt. 6)

If you're curious and want to read more, here are the business model posts so far: Intro Big Pharma Marketplaces Software Restaurants Now...

Ryan

Apr 25, 2019
4 min

The Future of Restaurants (Pt. 5)

This week we'll re-start our exploration of different business models. If you're curious and want to read more, here are the business mod...

Ryan

Apr 19, 2019
3 min

Irrational Exuberance

This week's post covers two stories that illustrate how crazy the stock market is. When people tell you that the stock market is "efficie...

Ryan

Apr 18, 2019
35 min

Best of Warren Buffett

Buffett is a god in the investing community. Over 40,000 people flock to Omaha, Nebraska of all places for his company, Berkshire Hathawa...

Ryan

Apr 12, 2019
7 min

How To Be Cool(er)

Yeti is a cooler company. It sells ice-boxes for tailgates and thermoses for coffee. Its value you ask? $2.7 billion. This write-up will ...

Ryan

Apr 4, 2019
2 min

What is Investing City?

Let us start with a parallel. You know SaaS right? It stands for software-as-a-service, a revolutionary way to deliver software. Fueled b...

Ryan

Apr 2, 2019
3 min

Simplifying Simplicity

Last week we focused on focus. This week we’ll try simplifying simplicity. Albert Einstein believed the five ascending levels of intellec...

Ryan

Mar 27, 2019
3 min

Is Focus Overrated?

When Bill Gates met Warren Buffett for the first time, their host at dinner, Gates's mother, asked everyone around the table what they be...

Ryan

Feb 6, 2019
6 min

Does Valuation Matter?

Valuing a company is an art and a science. Though most investors agree the value of a company is the "present value of future free cash f...

Ryan

Feb 1, 2019
4 min

An Apple a Day

This is a sample adapted from a weekly update sent out to Dynasty Members. Date written: January 7th, 2019 2019 started off with a bang a...

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