The Third Great Era of Software

Building software has become a lot easier with the software supply chain maturing. Companies are now able to take off-the-shelf building blocks and focus all their resources on developing their unique areas of differentiation.
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How Warren Buffett Uses Options

Oh yes, Buffett is a big user of these bad boys. This year I’m making it a priority to pick up options as a tool to complement long-term investing—how to enhance my returns and generate income. For anything investing, I…
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Dollar General Business Breakdown

Dollar General is a well-managed company whose business model has shown to be resilient against economic downturns and the threat of e-commerce. In this COVID-19 environment, the company has delivered crushing results. With SSS up 12.2% and gross profit up…
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Why I Own Disney Shares

The happiest place on earth. It is near impossible to replicate Disney’s share of mind even if you have all the money in the world. The Disney name is well-known to billions of people. It has a meaning, an emotion…
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Year 2020 In Perspective

Despite the backdrop of COVID-19, the year 2020 has been good to me. Writing online made me a better learner and allowed me to meet people smarter than me from all around the world. I broadly summarize my key learnings…
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Terry Smith on Accelerated Share Repurchases

There is only one combination of facts that makes it advisable for a company to repurchase its shares: First, the company has available funds — cash plus sensible borrowing capacity — beyond the near-term needs of the business and, second,…
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