I am often asked how to value a company. In this post, I went back to basics and explained it ...

Today, Meta released its Q4 2021 earnings and this is what happened: Despite beating revenue estimates, the company missed on ...

Buffett once said: "When I see memos from Howard Marks in my mail, they're the first thing I open and ...

Our very first company covered is Twilio, led by the visionary founder CEO Jeff Lawson. When the report was released, ...

 A good friend asked me what were the lessons I learned from this volatile period, and just to be clear, ...

Roy Mann, CEO of Monday.com (“Monday”) believes that the next phase of software will be focused on giving users the ...

Buffett's letters taught me more about investing than any business school ever could. Even after investing for 14 years, I ...

It has been an exciting and impactful year, to say the least. It is the year I quit my job ...

In this podcast, I share about my journey, the investment framework I favors, how I looks at loss-making companies as ...

Marathon Asset produced several iconic investors such as Nick Sleep and Jeremy Hosking. Their letters from 2002 to 2015 provided ...

At 30 years old, Jeff Bezos left his cushy career in banking to start an online book store.His letters as ...

Deep dive into Ant Financial, regulations and valuation of Alibaba.