INVESTING
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Trip Holdings: The Vacation May Be Over
When Titans Clash Over Food Delivery Competition in China is immensely brutal, way more brutal…
Portfolio Update: Shifting Sands in China
JD.com has entered the travel business with guns blazing. They’re offering hotels zero commission for…
[8 Sep 2025] Portfolio Update: Lululemon Letdown
This report is a continuation from my Q2 2025 report: Lululemon: From Turnaround to Letdown…
Lululemon: From Turnaround to Letdown
Let me just start right off the bat—this was a bad quarter and it reflected…
Sea Limited Q2 2025: Executing on All Fronts
Sea Limited delivered another strong quarter, with all three segments firing on all cylinders. What’s…
The Trade Desk’s 40% Tumble: Why I’m Not Panicking
In my weekly newsletter the 3-Bullet Sunday on 20 July, I wrote: “Don’t let daily…
PERSONAL FINANCE
Budgeting, insurance, financial independence, and more!
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LIFE
Personal development, mental models, mindfulness, and more!
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Blueprint to ageing well: 10 key takeaways from Peter Attia’s Outlive
I turned 33 today.
The meaningless life of salmon
Salmon begin their lives in freshwater, hatching and growing until they are strong enough to…
Stop working with monkeys
Living The Unoptimized Life
I really enjoyed the 3 hours long podcast between Tim Ferriss & Derek Sivers. I…
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