Investing (Stocks)

Meta’s AI-Powered Future

Meta’s stock performance has been remarkable, surging by over 70% in the past year, significantly outpacing the broader market.  This resurgence is fueled by strategic investments toward Artificial Intelligence, a…

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Sea Limited: Profitable Growth Arc

This marks the second consecutive quarter in which I’m happy with all three segments of Sea Limited’s business—digital entertainment, e-commerce, and digital financial services. From my earlier article in March…

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Paycom: Turning the Corner?

Before diving into Paycom’s latest earnings, let’s recap the challenges that led the stock to trade at a forward PE multiple of just 17x when we first covered it in…

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The #1 Law of Growing Wealth

It has been 18 years since Google bought YouTube for US$1.65 billion. Now, YouTube generated US$50 billion in revenue over the past four quarters alone. The YouTube founders were initially…

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Trip.com Group Deep-Dive

I’m a fan of platform businesses primarily because it often leads to a monopolistic or oligopolistic market position. The largest player, with the most merchants and traffic, offers the most…

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