After the company's third-quarter results, Mr. Market found its groove and sent Lululemon’s share price soaring over 20%. Concerns about...

The stock market has been a great place for optimists to grow wealth—especially over the past two years.  Between December...

Brookfield made headlines recently when Bill Ackman, renowned investor and founder of Pershing Square Capital Management, revealed Brookfield Corporation (BN)...

This marks the second consecutive quarter in which I’m happy with all three segments of Sea Limited’s business—digital entertainment, e-commerce,...

Before diving into Paycom's latest earnings, let's recap the challenges that led the stock to trade at a forward PE...

It has been 18 years since Google bought YouTube for US$1.65 billion. Now, YouTube generated US$50 billion in revenue over...

I’m pretty happy with the companies in my portfolio right now; most are hitting their stride, and the strong business...

It's been nearly a decade since I last made the deliberate decision to increase my cash position.  Now, I want...

In primary school, I remember learning how trees constantly compete with each other for sunlight, each one stretching and outgrowing...

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...