Amazon: The Ultimate Spawner
Amazon’s Research Report (Paywalled)
10 Lessons from Buffett’s 2021 Letter to Shareholders
Warren Buffett 2021 letter has dropped!
My Notes From Charlie Munger’s Daily Journal Meeting
At 98, Munger is as sharp as ever. His recent 2-hours sharing at Daily Journal was 🔥 Talked about Alibaba, Costco, Activision Blizzard, crypto, interest rates, envy, antitrust, the great…
A Primer On Valuation
I am often asked how to value a company. In this post, I went back to basics and explained it in first principles.
Meta Is Down 23% Post-Market, What Happened?
Today, Meta released its Q4 2021 earnings and this is what happened: Despite beating revenue estimates, the company missed on EBIT and EPS estimates. The operating margins compression was largely…
10 Lessons From Howard Marks of Oaktree Capital
Buffett once said: “When I see memos from Howard Marks in my mail, they’re the first thing I open and read.”
Twilio is Back at Pre-COVID valuations?
Our very first company covered is Twilio, led by the visionary founder CEO Jeff Lawson. When the report was released, the company was great but the valuations were pricey. Today,…
Dealing With Market Drawdowns
A good friend asked me what were the lessons I learned from this volatile period, and just to be clear, by volatile I mean drawdown. Nobody really calls out volatility…
Monday.com Deep-Dive: Work OS
Roy Mann, CEO of Monday.com (“Monday”) believes that the next phase of software will be focused on giving users the power to create software that fits their needs.
17 Lessons From Warren Buffett’s Annual Letters To Shareholders
Buffett’s letters taught me more about investing than any business school ever could.
Even after investing for 14 years, I uncover new insights every time I reread his letters.
Recently,…
[Podcast] Being a Full-Time Investor W/ Thomas Chua
In this podcast, I share about my journey, the investment framework I favors, how I looks at loss-making companies as well as my thoughts on Chinese stocks such as Alibaba.
How Marathon Asset Management Profit From The Capital Cycle
Marathon Asset produced several iconic investors such as Nick Sleep and Jeremy Hosking.
Their letters from 2002 to 2015 provided a treasure trove of insights into their investment frameworks and…