INVESTING
Timeless investment principles, case studies, and more!
Booking’s $9 Billion Float: The Hidden Cash Engine
CEO Glenn Fogel says Booking has no moat. The numbers say otherwise: $9 billion in…
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…
PERSONAL FINANCE
Budgeting, insurance, financial independence, and more!
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LIFE
Personal development, mental models, mindfulness, and more!
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