INVESTING
Timeless investment principles, case studies, and more!
Booking Holdings: The Travel Stock That Thrived When Travel Collapsed
A deep dive into Booking Holdings’ pandemic playbook: How Glenn Fogel’s contrarian strategy, merchant model…
Nature’s cruel lesson for bag holders
The hunt lasted 8 seconds before everything changed
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…
PERSONAL FINANCE
Budgeting, insurance, financial independence, and more!
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LIFE
Personal development, mental models, mindfulness, and more!
I’ve Left My Stable 9-5 Job, Now What?
For anyone thinking about doing a career pivot, here are some early learnings from my…
Why I Left My Iron Rice Bowl
Sometimes, not changing or evolving might be the greatest risk.
Is Business School Worth It?
Life has to be lived forwards but can best be understood backward. Some guiding thoughts…
The Advice I Didn’t Need
You become what you feed your mind. Regardless of how smart, savvy or inspired you…
How Much Allowance I give my Mum
Singaporeans love comparing so much, it’d probably be mistaken as our favorite pastime.
How I Got by Uni and Poly Without Paying
Getting a scholarship would significantly ease your family’s finances. Read more on the tips to…
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