Stock Thoughts

Edwin Dorsey’s Playbook: Betting on Yourself in Financial Media

Edwin Dorsey started The Bear Cave in his college dorm in February 2020.

Feb 9 • Uncovering Value

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From Code to Capital: Why the Real AI Edge Is Systems, Not Summaries

I’m an equity analyst who’s been learning to build with AI tools over the past several months.

Feb 6 • Uncovering Value

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January 2026

What 3 Months of X Data Actually Says (and Doesn't) About Engagement

I’m running a faceless Twitter account to sell an ebook.

Jan 27 • Uncovering Value

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How to use the internet to get what you want

Most people think about social media like this:

Jan 23 • Uncovering Value

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Dan Koe's Life Fix - Slide Deck

Dan Koe’s “How to Fix Your Life in 1 Day” is excellent.

Jan 19 • Uncovering Value

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The Compounding Cost of 70% Consistency

What I missed by not systematizing sooner

Jan 18 • Uncovering Value

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December 2025

The Accidental Content Machine

Turning documentation into "Building in Public"

Dec 30, 2025 • Uncovering Value

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Claude Code Is A Game Changer

How I used it to build a personal productivity system in a day

Dec 26, 2025 • Uncovering Value

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November 2025

Trying To Get More Out Of Expert Calls (Without Ruining Them)

I’ve been stuck on a simple but uncomfortable question:

Nov 20, 2025 • Uncovering Value

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Blocks, Bps, and Bermuda: Carlyle and Fortitude

This is part one in a four part series I will be publishing over the next several weeks about the insurance activities of the publicly traded…

Nov 8, 2025 • Uncovering Value

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October 2025

September 2025