Investing in the Age of AI

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Latest Essays
10y
Essay

Why Your Retirement Number Is Wrong

Medical AI will extend your lifespan by 10+ years. Your retirement plan hasn't accounted for this. Calculate your longevity gap and what it costs.

September 2026
P/E
Essay

What "Priced In" Actually Means

Every time a stock beats earnings, someone says it was already priced in. This essay explains what that phrase means, how to check it yourself, and why most investors use it wrong.

August 2026
BRK
Essay

What Happens to Berkshire Hathaway After Buffett?

Greg Abel's succession plan analyzed. This essay models Berkshire's post-Buffett value, examines the Buffett premium erosion, and maps the trillion-dollar transition triggers.

August 2026
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