INVESTING
Timeless investment principles, case studies, and more!
Nature’s cruel lesson for bag holders
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…
PERSONAL FINANCE
Budgeting, insurance, financial independence, and more!
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LIFE
Personal development, mental models, mindfulness, and more!
The S-Curve of Life
What Basketball Taught Me About Life
On Retirement, Happiness and Life
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