Trip.com Group Deep-Dive
I’m a fan of platform businesses primarily because it often leads to a monopolistic or oligopolistic market position. The largest...
I’m a fan of platform businesses primarily because it often leads to a monopolistic or oligopolistic market position. The largest...
Tom Gayner was in Singapore last week for the Markel Group Lunch, and when asked why he continues to hold...
Wise's relentless focus on driving down fees is reminiscent of Costco's approach. In every earnings call, Wise's management faces repeated...
I recently watched a podcast interview with a top divorce lawyer in New York City. Among the many reasons he...
China has long fascinated me for its rich history and cutting-edge technological ecosystem. On a recent trip to Beijing and...
Humans are naturally linear thinkers—we expect recent trends to continue indefinitely. So, when the energy drink company Celsius posted 100%...
I remember cheering for Brazil during the 2002 FIFA World Cup, co-hosted by Japan and South Korea. Every time Ronaldo...
I’ve never been good at timing the market bottom. In fact, it’s common for a stock of a wonderful business...
From “A turnaround in sight?” (March 2024): “With Garena and SeaMoney, the company has a twin engine that’s gushing cash,...
Airbnb CEO Brian Chesky on the next chapter: “We're now beginning to prepare the next chapter of Airbnb, and I...
It’s always a proud moment when a Berkshire Hathaway shareholder asks the late Charlie Munger, whom he admires most. The...
Monday's stock market "crash" ended as quickly as it began. The Nikkei tumbled 12.4%, and the Nasdaq lost 3%. Echoes...
© 2026 Steady Compounding - By Thomas Chua
© 2026 Steady Compounding - By Thomas Chua