Not all growth is created equal
In business, growth is often celebrated. But is all growth good for shareholders?
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