Three main engines that drive stock returns
Companies that benefit from all three engines score the biggest home runs.
Navigating through inflation, interest rates, & a recession?
How do we prepare for it?
Tesla Research Report
Trigger Warning: Not for the easily offended.
How to Know When to Quit?
A Gambler’s Guide To Investing & Life w/ Annie Duke
Own capital-light companies in an inflationary environment
Capital-light companies are more likely to survive (or even prosper) during an inflationary environment.
Meta Q3 2022: Is it time to sell Meta?
The good and the bad
What Does It Mean For Stocks When Xi Removed Hu?
What does it mean for China (and your portfolio)?
How to read an annual report in 1 hour
A step by step guide for busy people.
Microsoft Research Report
A deep love into Microsoft’s 3 business segment, growth and valuation.
Why I’m reducing my stake in Sea Limited
A wider range of outcomes.
Charlie Munger Says Not Buying This Company Was a Mistake
A costly mistake.
Adobe Deep Dive
This company has brought much joy for fans of memes and its shareholders.