Charlie Munger’s conversation with Stripe’s co-founder and CEO
Charlie’s final drops of wisdom.
PayPal Deep-Dive
Opportunity or value trap?
The Truth About Growing Wealth
Nothing happens for three to five years at first.
I started giving financial advice in Ryujinmura village
I’m somewhat a celebrity on Financial Twitter.
Google Dropped 10% After Q3’2023 Earnings?!
Justified or overreaction?
Lessons from Charlie Munger’s podcast interview
Still as sharp as ever.
Netflix: Are you not entertained?
Netflix sort of reminds me of Microsoft when they were still young. Back in 1998, speaking at the University of Washington, Bill Gates said: “Although 3 million computers get sold…
LVMH: Let’s talk debt
Let’s stress-test the luxury giant a little
LVMH: Passionate about creativity
The luxury empire
My notes from Howard Marks latest memo: Fewer Losers, or More Winners?
Howard Marks latest memo just dropped and here are my key takeaways: (Link to memo at the end of my notes) ➡️ Investors who aim to be the top is…
Bernard Arnault has been buying back shares aggressively
No, he isn’t buying back shares with the company’s money
Staar Surgical Research Report
From the lens of an investor and a consumer.