Investing

Investing

2021
• 03 Jan — Why I Own Disney Shares

2020
• 05 Dec — Why Did Bill Ackman Buy Into Hilton?
• 08 Nov — Return On Invested Capital
• 08 Nov — Characteristics Of High-Quality Compounders (Published on VVI)
• 25 Oct — Understanding Restaurant Franchises – Domino’s Pizza
• 06 Oct — How Growth, Return On Capital, and the Discount Rate Affects Valuation
• 02 Oct — Why Pay Up For Quality Businesses?
• 29 Aug — Why You Should Keep An Investment Journal
• 21 Aug — Initiated a Position in Fastly
• 16 Aug — What Hedgefund Managers are Saying About The Current Environment
• 01 Aug — How to Analyze SaaS Companies?
• 24 Jul — How to Filter for High-Quality Compounders?
• 13 Jul — Amazon and the Problem With Reported Earnings
• 28 Jun — Finding the Next Multi-Bagger by Understanding Operating Expenses (Monster Beverage)
• 20 Jun — Analyzing the Gross Profit Margin (Costco, L Brands, Ferrari, and more!)
• 10 Jun — Operating Leverage – How it Caused Gamestop to Plunge Into The Red
• 31 May — Focus on Total Returns, Not Income Investing
• 25 May — Figuring Out A Company’s Instrinc Value With PE Ratio
• 21 May — What Makes Mastercard a Compounding Machine?
• 05 May — My Key Takeaway from Berkshire’s AGM 2020
• 03 May — Facebook’s Q1’20 Earnings Update
• 30 Apr — Has The Market Bottomed?
• 29 Apr — Investing in Companies That Will Emerge Stronger After COVID (Starbucks)
• 25 Apr — How Ferrari Delivered Outsized Returns for Investors With Its Economic Moat
• 19 Apr — Lessons Learnt Investing Through Market Crashes
• 16 Apr — Facebook’s Incredible Business Model – Part II
• 15 Apr — Facebook’s Incredible Business Model – Part I
• 10 Apr — My Investing Framework