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.
Buffett: Six Qualities of a Successful Investor
Do you have these qualities?
Rapid Fire: Twilio and Intuitive Surgical
Rapid fire takes on Twilio and Intuitive Surgical
My Updated Thoughts on Sea Limited
Damn. I never expected them to pull it off but they actually did it.
Breaking down Amazon Q2 2023 Results
Impressive set of results from Amazon. In Q2 2023, Amazon reported net sales of $134.4 billion, an 11% increase compared to the same period in 2022. One of the standout…
Earnings Update: Microsoft 4Q23, Alphabet 2Q23 and Netflix 2Q23
Microsoft 4Q23, Alphabet 2Q23 and Netflix 2Q23
Wise Research Report
Wise is a fintech company that earns money by collecting fees for cross-border transactions. This is not much different from Banks and traditional money remittance companies like the Western Union. …