A possible opportunity brewing in the premium liquor industry?
Global liquor conglomerates like Pernod Ricard have historically come attached with premium valuations because of their high margins and brand powers. The opportunity that caught my eye is Pernod Ricard…
Sea Limited: The show goes on
What’s next?
Most people invest like Michael Jordan fans
Investors who declare their investments publicly often fall into the trap of unwavering loyalty to their chosen stocks.
Airbnb: From Crisis to Profitability
The company that rose from the ashes after the pandemic.
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…