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…
10 Lessons from Jeff Bezos on Investing, Business and Life
At 30 years old, Jeff Bezos left his cushy career in banking to start an online book store.His letters as the CEO of Amazon are a treasure trove of insights…
Alibaba Deep-Dive Part II
Deep dive into Ant Financial, regulations and valuation of Alibaba.
Why Buffett Loves Winner-Take-All Companies
Many of the top performing companies today operate in a winner-take-all or winner-take-most business dynamics.
What Made Home Depot a 10-Bagger in The Past Decade?
Sometimes a great investment has a simple thesis.
Webinar: Value vs Growth Investing
I will go through these two styles of investing with real-life case studies. Get ready to go beyond theory and dive into application.
Has The Investment Thesis for Alibaba Turned Sour?
This quarter is important because it is the first quarter where they feel the full impact of the new regulations. And I’m looking for signs as to whether the regulations…
Alibaba Deep Dive
Deep dive into Alibaba’s e-commerce and cloud business.